Showing posts from 2024

More ultrarich are worth over $100B than ever before

AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold. By Anand Gupta https://www.financial-planning.com/articles/more-ultrarich-are-worth-over-100-bill…

Most Influential Women in Fintech 2024

The publication selected 20 women who have shown strong leadership and communication skills. By Anand Gupta https://www.financial-planning.com/list/most-influential-women-in-fintech-2024?…

How advisors can boost ROI with gender lens investing

Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach. By Anand Gupta https://www.financ…

Should advisors reconsider the 'plan to 95' rule?

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach. By Anand Gupta https://www.financial-planning.com/ne…

Goldman raises $3.6B for real estate credit fund

The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate. By Anand Gupta https://www.financial-planning.com/articles/…

Envestnet, Salesforce join forces on advisor platform

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors. By Anand Gupta https://www.financial-planning.com/news/envestnet-…

Slate Office REIT Reports First Quarter 2024 Results

TORONTO — Slate Office REIT (TSX: SOT.UN) (the “REIT”), an owner and operator of high-quality workplace real estate, reported today financial results and highlights for the three months end…

Best advisor pay for the $600K producer

Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers. By Anand Gupta https://www.financial-planning.com/list/best-adviso…

What to expect in advisor pay in 2024

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up t…

Best advisor pay for the $400K producer

Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale. By Anand Gupta https://www.financial-planning.com/list/best-advisor-pay-for-the-400-0…

Which generative AI model did best on the CPA exam?

An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.…

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