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Advisor Upside

Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

Photo via Connor Lin / The Daily Upside

The tool is a part of the company’s Portfolio Analytics system, alongside features like stress testing, healthcare cost projections and Social Security optimizations.

2 min read

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Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read
Photo by Andrej Lišakov via Unsplash

Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read

Advisor Upside

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

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A suit followed an announcement that 160 breakaway advisors are launching their own RIA called OpenArc.

2 min read

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

Photo via CFP Board

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read

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