Rachel Witkowski

AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.

Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

If you live in Florida, Suncoast could be a great option.

The Scoop The Donald Trump team is building its list of candidates to run financial regulatory agencies, people familiar with the process said.

The list of possible candidates to run the financial regulatory agencies under Trump has expanded, with some names closely aligned to the GOP’s agenda.

The News The US Federal Reserve's Michael Barr said he plans to step down as vice chair of supervision next month, leaving the key seat open for President-elect Donald Trump to quickly steer his bank deregulation agenda.

Condos usually make great starter homes, but here's what to consider when deciding between a condo vs. a single-family house.