The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.

About 36% of millennials with more than $1 million in investible assets said they’d probably leave their current firm in the next year.

Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.

The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.

A decade into her reign, Johnson is reasserting control over the US fund giant’s London outpost. Heads are rolling.