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

Magnolia Trust Company

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CircleBlack Launches Major Upgrade to Wealth Management Platform

Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities

Harness Wealth raises $15 million to democratize the power of family offices

Family offices have existed since the 1800s, but they’ve never been so manifold as in recent years.

Jamie Dimon Too Busy Buying Fintechs To Check In On Fintech He Already Owns

The SEC has announced that JPMorgan Chase-owned Neovest has agreed to pay a $2.75 million penalty for its failure to register as a broker-dealer.

Four Trends In Fintech And How They’re Modernizing The Consumer Experience

These four trends demonstrate how fintech innovations are streamlining the user experience and transforming the financial landscape.

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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