Gerry Spitzer of Questar Capital Partners shares his perspective of building a business at Merrill and, more recently, UBS, ...

Scott shares some great tips on how to enhance the value of your investment advisory practice and the challenges financial advisors face when looking to sell their practice or merge with another one.

Mallouk, 55, who maintained a majority stake, has seen his net worth jump to $10.6 billion, according to the Bloomberg Billionaires Index, which is valuing his wealth for the first time. That puts him ...

Create passive income with five ChatGPT prompts to grow your wealth on autopilot. Let your money work harder than you with ...

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

From an office park in a Kansas City suburb, Peter Mallouk has grown Creative Planning into one of the country’s biggest ...

AmeriCU Investments has announced the launch of Guided Wealth Portfolios (GWP), an online investing platform designed to ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

An AI investment "committee member" could be used as a sounding board by BlackRock, the world’s largest fund manager.

ContractAssIst leverages Microsoft's robust technology ecosystem to deliver advanced contract management capabilities ... while advanced models like GPT-3.5 and GPT-4 through Azure OpenAI Service ...

For the first time, Gen X has overtaken Baby Boomers when it comes to the amount of wealth they have in property, an analysis by KPMG has revealed. Terry Rawnsley, KPMG’s urban economist ...