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The case for deploying AI in wealth management.

• Authors : Salinger, Tobias (AUTHOR)

Subjects: *WEALTH management services; *ARTIFICIAL intelligence; *FINANCIAL planners

• Source: Financial Planning. Mar2024, Vol. 54 Issue 2, p44-45. 2p. 1 Color Photograph.

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Financial planning: A rewarding career that lets you make a difference.

Subjects: *FINANCIAL planning; *WEALTH management services; *FINANCIAL planners

• Source: Maclean's. Nov2022, Vol. 135 Issue 10, p(Sp)1-(Sp)2. 2p. 1 Color Photograph.

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THE 2023 BEST PLACES TO WORK IN MONEY MANAGEMENT: MANAGERS WITH 100-499 EMPLOYEES Other winners (in alphabetical order).

• Authors : McCann, Bailey (AUTHOR)

Subjects: *FINANCIAL management; *DENTAL insurance; *WORK environment

• Source: Pensions & Investments. 12/11/2023, Vol. 51 Issue 19, p32-32. 1p.

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CRAIN'S LIST TOP AREA WEALTH MANAGEMENT FIRMS.

Subjects: *WEALTH management services; *ROBO-advisors (Financial planning); *RETIREMENT planning

• Source: Crain's Grand Rapids Business Journal. 12/18/2023, Vol. 400 Issue 26, p23-25. 3p.

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PEOPLE ON THE MOVE.

Subjects: *INVESTMENT advisors; *WEALTH management services; *SALE of business enterprises

• Source: Crain's Grand Rapids Business Journal. 11/13/2023, Vol. 40 Issue 23, p47-47. 2/3p.

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How wealth management can apply AI... intelligently.

• Authors : Nair, Vinay (AUTHOR)

Subjects: *WEALTH management services; *ARTIFICIAL intelligence; *PROBLEM solving

• Source: Financial Planning. Nov/Dec2023, Vol. 53 Issue 9, p38-40. 2p.

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The $16T pool: Most retail AUM at 10 firms.

• Authors : Zhuang, Victoria (AUTHOR)

Subjects: *NET worth; *WEALTH management services; *ACCOUNTING firms

• Source: Financial Planning. Nov/Dec2023, Vol. 53 Issue 9, p11-12. 2p. 1 Color Photograph.

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REJIGGING WEALTH MANAGEMENT.

• Authors : HARDY, JOHN

Subjects: *WEALTH management services

• Source: Business in Calgary. Jan2024, Vol. 34 Issue 1, p28-31. 3p.

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Meet the Team Responsible for $1 Billion of Tailored Lending Term Sheets in 2023.

Subjects: *TERM loans; *FINANCIAL planners; *LOANS

• Source: Orange County Business Journal. 4/15/2024, Vol. 47 Issue 16, p21-21. 1/2p.

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RIA Corient Makes a Big Name for Itself.

• Authors : BRENNAN, PETER J.

Subjects: *WEALTH management services

• Source: Orange County Business Journal. 2/26/2024, Vol. 47 Issue 9, p1-22. 2p.

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