The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College for Financial Planning. 

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

The deal with Altas Partners is expected to raise over $1 billion in common equity and bring Mercer’s valuation north of $3 billion.

The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.

Engine Capital says despite the company’s efforts, its stock price continues to trade at a discount, having lost nearly 13% of its value year to date.

Even as OpenAI’s GPT-4 integrates into existing applications, many advisors are heading straight to the source, buying subscriptions of the open platforms to enhance their business. Others see more profound disruptions.