Research finds ultra rich are shifting asset allocations from wealth preservation.
New appointment is 20-year industry veteran formerly with Nuveen.
Price appreciation continues to slow compared to 2023.
But older generations are skeptical about how good technology will be.
Strategic partnership will enhance advisory service capabilities for UHNW families.
New appointee will add expertise to the firm’s $188B asset management unit.
Repeat offenders will be highlighted by CFPB platform.
Regulator to hold a virtual public meeting on the future of the industry.
The transaction is expected to complete in the third quarter of 2024.
Report shows modest use of AI in intermediary distribution-related data initiatives.
