This Advisor-Focused AI Tool Can Replace an Entire Meeting Workflow

Find out if Jump is right for your business ...

Advisors to the ultra rich say AI isn't a gamechanger for landing new clients

Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.
InvestmentNews

Advisor familiarity pushes fixed-income ETFs deeper into client portfolios

Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active ...
Wealth Management

Wells to Launch Revamped RIA Custody Platform in Late 2026

Wells Fargo Advisors is setting up a newly designed RIA Solutions channel seeded by advisors from its broker/dealer FiNet, ...

5 Best QuickBooks Alternatives Of 2026

QuickBooks is a great option for small businesses that want full-featured accounting software but, if you’re just using it ...
National Law Review

Marketing Rule Relief for Investment Advisers- SEC Staff Clarifies Flexibility on Model Fees and SRO Disqualifying Events

On January 15, Staff from the Securities and Exchange Commission (SEC) published two new frequently asked questions (FAQs) . The new FAQs underscore the SEC Staff's continued focus on the Marketing ...
Morning Overview on MSN

Google Gemini is basically running my side hustle and here's the playbook

Side hustles used to mean late nights juggling spreadsheets, social posts, and client emails by hand. In 2026, a large chunk ...