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Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.
It was a slower week for dealmaking in the RIA space, but Carson made its first full acquisition of the year, and Buckingham Strategic Wealth announced its third.
The biggest banks, including JPMorgan, Bank of America and Citigroup, would contribute $5 billion of deposits each, with smaller banks kicking in smaller amounts.
Digital marketing and home-grown planning software, FP Alpha, has launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.
University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.