BlackRock's Aladdin Launches AI Commentary Tool for Advisors; Morgan Stanley Signs On
By Dinah Wisenberg BrinThe new feature will use AI to turn analytics, commentary and client preferences into advisor narratives.
October 03, 2025
Clients Increasingly Gravitate to Private Markets, Advisors ReportInvestors are looking for assets that can boost long-term returns, a Blackstone survey finds.
October 03, 2025
Vanguard Rivals Finally Get Their Hands on Its Tax-Busting Fund DesignAbout 80 competitors are on the brink of adopting ETFs as share classes of their mutual funds, a move that adds tax efficiency.
October 02, 2025
Amplify Taps Elite Advisor Group Co-Founder as CMOJack Martin has been appointed as the enterprise growth platform’s first chief marketing officer.
October 02, 2025
Raymond James Investment Management Launches Its First 3 ETFsThe ETFs aim to provide advisors and investors access to income-focused strategies.
October 02, 2025
Financial Planning Boosts Investors' Well-Being: Morgan StanleyInvestors with a plan are more engaged with their financial advisors than those without one, a survey finds.
October 02, 2025
Phony Advisor Pleads Guilty to Defrauding 64 InvestorsThe 24-year-old falsely presented himself as an advisor and claimed to work with a real brokerage.
October 02, 2025
Rep in Hot Water Over Annuity Swaps in Senior Clients' AccountsFINRA has fined and suspended an Oakwood Capital rep for recommending seven unsuitable variable annuity exchanges.