MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs). Recent industry research indicates a rapid acceleration in adoption: within a single year, the percentage of individuals using AI tools to assist with personal finance decisions has surged dramatically. This shift signals a meaningful change in how clients gather information, evaluate options, and form expectations about advisory relationships.

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JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase &am

For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death

(Yahoo! Finance) - Is running out of money a scarier prospect than your own death?If you said yes, you have plenty of company.

Magnolia Trust: Built From Within to Serve Advisors

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The Trust Advisor

Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts

No predictions about the 2020 election, but if the Dems win, and if they get enough control over Congress, they’ll try to pass harsh estate tax reform

The Trust Advisor

Bitcoin Inheritance Solution? Startup to Make Passing on BTC Easy

A startup focused on Bitcoin management has launched a service to make passing on Bitcoin as part of inheritance easier.

The Trust Advisor

Prince William Opens Up About His Massive Inheritance: ‘I’m Not Going To Rock The Boat’

Prince William is commenting on a rarely talked about subject amongst the British royals — his inheritance.

RIA Knowledgebase

Ken Fisher Ruled The Old Industry: Where We Go From Here And Who Gets The Assets

PR meltdown illuminates generational split between the world where “business as usual” was born and the asset management world of tomorrow.

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Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

Washington Wire

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Companies

The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign