Open architecture was the first principle, open weights are the second
Wealth management firms do not merely suffer from fragmented data. They suffer from unencoded operating reality. Accounts, households,...
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The Great $110 Trillion Wealth Transfer Won’t Happen Any Time Soon
Americans over 55 control $110 trillion in wealth, but longer lifespans, spousal transfers, rising spending and staggered gifting mean...
I Asked ChatGPT to Manage a Stock Portfolio. Here’s How It Did.
A Wall Street Journal experiment found AI can offer reasonably sound portfolio guidance and market context, but still lacks the judgment,...
The Risky Pivot Inside Australia’s Pension System
Growing retirement anxiety is driving more Australians toward self-managed pension funds, where investors are embracing greater control...
Citigroup sets new rewards structure for banking and wealth referrals
Citigroup is revamping its referral incentives, shifting from shared revenue pools to direct payments for employees who generate...
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