The Tip of the Iceberg: Estate Planning and Stolen Art
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
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Creative Planning Acquires $2.5B AUM BerganKDV
The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm.
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11 Must Reads for Real Estate Investors to Start the Week (June 5, 2023)
CoStar looked at how Simon Property Group is repositioning some of its malls into mixed-use centers. Some U.S. banks are winding down their commercial real estate loan books even if they have to sell at a discount, reports Bloomberg. These are among the must reads from around the real estate investment world to kick off the new week.
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10 Ways Generative AI Imagines 'Wealth Management'
This is how artificial intelligence sees us.
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How Is AI Helping Financial Advisors Right Now?
This piece was generated by entering that exact question into Google’s Bard and is presented with no editing.
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The Minds Behind the Machines: Alan Gurung, SIFA
SIFA was built specifically to automate ongoing communications between advisors and their clients.
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The Minds Behind the Machines: David Plon, Portrait Analytics
Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.
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The Minds Behind the Machines: Harald Collet, Alkymi
Alkymi works to use artificial intelligence to improve enterprise business workflows.
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The Minds Behind the Machines: Dr. Sanjay Rajagopalan, Vianai Systems
Vianai’s latest excavation is hila, touting it as the “first AI-powered chat assistant” for financial professionals.
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The Minds Behind the Machines: Jan Szilagyi, Toggle AI
The cloud-based Toggle AI features in-house machine learning and natural language processing algorithms to address "the IKEA of financial information."
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The Minds Behind the Machines: Mohan Naidu and Tushad Driver, Alphathena
Alphathena can create and backtest direct indexing portfolios in minutes.
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The Best of Wealth Management EDGE 2023
Watch the ultimate recap of Wealth Management EDGE 2023 and revisit the most impactful moments from the premier event for wealth management professionals.
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What Asset Managers Bring to the Table for Commercial Real Estate Investors
Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.
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At WealthStack, Smaller Tech Firms Inspire, While Some 'Experts' Need a History Lesson
Our technology columnist shares some of what inspired—and irritated—him at this year’s WealthStack conference.
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Activist Investor Slams Proposed Merger of Nick Schorsch-Managed REITs
“Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same," said the activist investor of the plan, which is backed by Schorsch's AR Global.
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Wall Street Banks Are Using AI to Rewire the World of Finance
Lenders are experimenting with artificial intelligence. Not even Warren Buffett is sure what happens next.
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FINRA Fines NY-Based B/D for Missing Rep’s Outside Work With Medical Cannabis Company
The regulator settled with Park Avenue Securities, alleging the firm didn’t properly supervise an unnamed rep for his outside business activities, despite numerous “red flags.”
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Common Mistakes RIAs Make Hiring and Retaining Next-Gen Advisors
Set expectations, understand it takes time and expect the unexpected.
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How Can Financial Advisors Best Leverage the Opportunities in Front of Them?
Focus on marketing outreach, technology and talent.
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RIA Roundup: Snowden Lane Surpasses $10B in Assets
Close to $150 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered.
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