JULY 27, 2018

INDUSTRY

Focus Financial Partners Gains 13 Percent on Day One, Meets Target on Debut

Michael Thrasher

The company lowered its IPO price to $33 but investors pulled it up on its first day of trading.

FULL ARTICLE

TECHNOLOGY

Artificial Intelligence: Beyond the Hype

April Rudin

If the use of artificial intelligence is not yet ubiquitous in the wealth management industry, the discussion of it is. Here, Celent senior analyst William Trout explains what the impact will be for financial services, including financial advisors.

FULL ARTICLE

PHILANTHROPY

Private Foundations Saw Double-Digit Growth in 2017

Page Snow

The gains of 2017 could translate into increased charitable support in 2018.

FULL ARTICLE

The Daily Brief

PEOPLE

Client Cleared of Charges He Hired Chechen Mob to Kill Advisor

Dr. David Chrichton was accused of going to a site called "Chechen Mob" on the "deep web" and selecting an option to "Kill the B*****d."

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Survey: HSA Participants Are Savvy Savers, Lack Investing Confidence

Samuel Steinberger

HSA participants know how to save using their healthcare-focused accounts, but could use some help when it comes to investing.

FULL ARTICLE

INDUSTRY

Edward Jones Lists BlackRock, PGIM As "Strategic" Partners

Samuel Steinberger

BlackRock and PGIM Investments join six other firms as "Strategic Product Parters" with Edward Jones.

FULL ARTICLE