Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
Embark on a visionary journey through the next century as AI evolution unfolds, witnessing the integration of humans and superintelligent AGIs, ultimately leading to a star-faring civilization where perfect health and boundless exploration become the norm.
The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.
Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors.
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