A recent decision by the Massachusetts Court of Appeals in Fern v. Baker It provides useful guidance for interpreting the scope of authority under a durable power of attorney, particularly when agents are involved in self-interested transactions. The case illustrates the breadth of power that can be conferred by grant provisions, the need to interpret […]
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Welcome to the July 2026 issue of Financial #AdvisorTech Latest News – where we look at the biggest news, announcements and key trends and developments coming to technology solutions for financial advisors around the world! This month’s issue begins with the news. Salesforce, RightCapital and YCharts have all launched their own new AI capabilities.From internal […]
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Technology and innovation will not replace a retirement planning advisor. Plan sponsors are changing their expectations of the advisor. That distinction is important. For a long time, the role of the retirement planning advisor was simple to describe: Assisting in service provider searches by leading a robust, documented fiduciary process and organizing the Retirement Committee. […]
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RIAs of all sizes are beginning to struggle with the cost and implementation of AI, which may prompt some smaller firms to consider a sale. Source link
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You are all welcome! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shane Morrow. Shane is CEO of IronBridge Wealth Advisory in Austin, Texas, where he oversees $3.3 billion in assets for 2,600 client families. What makes Shane unique, however, is how he transitioned from being […]
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The first half of 2026 has seen headline-driven market volatility, from geopolitical events to inflation risks. Given the level of volatility, many investors may have assumed that equity markets would be lower in the middle of the year. However, the S&P 500 posted positive returns (hitting several all-time highs earlier in the year) amid continued […]
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Wealth units at wirehouses and large public banks continued to beat estimates in the second quarter of 2026, Morgan Stanley said. Stock market IPOs (Like SpaceX) are charging net new wealth assets, and Wells Fargo said the bank has continued to hit the ground running by recruiting close advisers over the past year. In the […]
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Investment advisor American Beacon Advisors Inc. and consulting firm Mercer Investments, Marsh business, launched Mercer & American Model Portfolios, a collection of professionally managed model portfolios. The models combine thematic investment strategies, dynamic asset allocation and income-oriented solutions. The five risk-based models are a Thematic equity sleeve Providing targeted exposure to high-profile crime themes, incl […]
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