WealthManagement Edge

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.  

The firm is acquiring the Michigan-based Connable Group, one of the country's oldest family offices.

Ken Denman has also joined TIFIN's Board of Directors.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.