Industry

Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.

The millennial generation is laser-focused on financial security and is also leading the charge in investing in assets like cryptocurrency.

Whether creating or editing images, videos, audio or emails, advisors can use AI to improve efficiency and free up time to work with clients.

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Ramji worked at New York-based BlackRock, the world’s biggest asset manager, for about a decade and was considered one of several potential successors to CEO Larry Fink.

The held-away asset management platform will be integrated with the tech stack of over 2,400 Stifel Financial advisors.

During a conversation at Wealth Management EDGE, the former CEO of United Capital called private equity “economic creatures” that may add leverage and unnecessary changes.