FEBRUARY 2, 2024

TECHNOLOGY

Cetera CEO on AI: “We’re Getting WedMD’d,” So Get Ready

Patrick Donachie

Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.

FULL ARTICLE

INDUSTRY

S&P: Osaic’s Lincoln Acquisition Won’t Damage Debt Ratio

Diana Britton

S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors.

FULL ARTICLE

RIA ROUNDUP

OneDigital Picks Up $1.3B Firm

Ali Hibbs

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.

FULL ARTICLE

INSURANCE

How Life insurance Agents Can Protect Themselves While Protecting Others

Charles L. Ratner

Those who are product agnostic will prevail in the uncertain times ahead.

FULL ARTICLE

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