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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says
Nine weeks into the Iran war, the global economy continues to lose record volumes of oil supply — yet prices have remained relatively contained and well below all-time highs.
New CIO For Northern Trust's Family Office Unit
Northern Trust Wealth Management on Monday named Beata Kirr as CIO of its global family office group, the firm’s platform serving family offices and high net worth clients.
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Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."
Axxcess Wealth CIO Cory Persson, CFA - A Finalist for Think Advisors Luminaries "TAMP and Model Marketplace CIO of the Year."
"We're building more than portfolios," said Persson. "We're building frameworks that let advisors move their businesses upstream, without sacrificing control, precision, or tax outcomes. By combining traditional, alternative, and direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."
SEI: A Thoughtful Approach To Consolidating Vendor Relationships
Firms across financial services are facing the convergence of strategic, economic, and technological trends—creating mounting pressure to reduce operational costs and improve margins, while scaling, transforming, and adapting to evolving client expectations. Here are 5 key considerations.
'Companies Keep Crushing Their Earnings': Why Wall Street Expects AI To Power Stocks Higher
Wall Street expects S&P 500 third quarter earnings to rise 8% from the same period last year, which would mark the ninth straight quarter of gains.