Massachusetts Secretary of the Commonwealth William Galvin sent inquiry letters to Morgan Stanley, JP Morgan Chase and E*Trade, among others, asking about their supervisory policies and procedures for artificial intelligence.
Fractional shares make it easier for the next generation of investors to align their investment portfolios with their personal beliefs, gain transparency around their investments and generate tax alpha.
Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.
Rhys Williams discusses the importance of holistic financial planning and how advisors are adapting to meet the needs of different generations. Sponsored by iShares
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