19+ hour, 31+ min ago   (203+ words) That ended a long run in which Arnold had become closely identified with LPL’s expansion. He joined the company in 2007 after LPL acquired UVEST, became CEO in 2016 and oversaw acquisitions including National Planning Holdings, Crown Capital Securities and Boenning & Scattergood....

17+ hour, 28+ min ago   (326+ words) The handoff therefore puts an executive steeped in enterprise customers and sales atop a company whose most visible competitive threat is emerging in creative software. Canva, Figma and a rapidly expanding universe of generative AI products are changing how creative…...

18+ hour, 10+ min ago   (466+ words) Anthropic hasn’t gone public yet, but some of Wall Street’s biggest wealth businesses are already competing for the fortunes its employees are expected to make. Goldman Sachs, Bank of America, BNY, JPMorgan Chase and Wells Fargo have been in discussions…...

19+ hour, 49+ min ago   (252+ words) Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman spent years racing to build increasingly powerful artificial intelligence systems. This weekend, they delivered a message that sits awkwardly beneath the enormous stock-market trade their companies helped create: the technology may…...

4+ day, 17+ hour ago   (371+ words) Goldman Sachs is seeing a “huge uptick” in inquiries from AI founders, executives, researchers, developers and investors whose equity has suddenly become life-changing wealth. Brittany Boals Moeller, the firm’s San Francisco head of private wealth management, says the speed and…...

5+ day, 22+ hour ago   (348+ words) The distinction between an estate plan and a legacy plan sits at the center of Austin’s work. The estate plan determines ownership and authority over assets including catalogs, publishing rights, masters, trademarks, likenesses, memorabilia, archives and unreleased material. The legacy…...

1+ week, 1+ day ago   (259+ words) Blue Owl already has plenty invested in the theme. The firm closed its latest digital infrastructure fund in May with $7 billion of commitments, while its Stack Infrastructure business owns data centers across the Americas, Europe and Asia. Stack is separately…...

1+ week, 5+ day ago   (672+ words) thewealthadvisor.com Nvidia did something unusual after its latest earnings report: it told Wall Street how fast it expects revenue to grow more than a year from now. The company now expects 70% revenue growth in fiscal 2028, compared with the roughly…...

1+ week, 6+ day ago   (429+ words) A team of veteran technology and finance executives has launched OnTrade, an AI platform designed to sit across the software wealth management firms already use rather than force them onto another system. The Seattle startup has been operating quietly since…...

2+ week, 2+ hour ago   (218+ words) “The dollar amounts have gotten so big, so fast,” Nicholas Garcia, a principal wealth advisor at Compound Planning, told Business Insider. His firm manages more than $5 billion and says concerns about an AI bubble now arise in nearly every client…...