AI Might Reshape The Future Of Investing But For Now It's Impact Is Far More Modest
Seth Klarman, founder and CEO of the Baupost Group, believes artificial intelligence has the potential to reshape industries in the future.
Former Advisor And Television Commentator Sentenced To Five Years For Securities Fraud
James Arthur McDonald, 53, pleaded guilty earlier this year to a single count of securities fraud in connection with a Ponzi scheme he orchestrated.
Morgan Stanley's Wealth Management Team Sees Emerging Market Risks
Morgan Stanley's wealth management team sees emerging market risks that could interrupt the rally and challenge advisors to reassess positioning.
SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
Dynasty Financial Partners Appoints Shawn Shook as General Counsel to Support Legal Strategy and Advisor Transitions
Dynasty Financial Partners, a leading provider of technology-enabled wealth management solutions for independent financial advisors, has announced the appointment of Shawn Shook as General Counsel. He will report to Dynasty CEO Shirl Penney and be based at the firm’s headquarters in St. Petersburg, Florida. Mr. Shook succeeds Jonathan Morris, who is transitioning to a new role as Executive in Residence after more than a decade as General Counsel.