The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

Adam Birenbaum, currently chairman and CEO of Buckingham, will become the combined company’s new CEO.

Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions.

The ratings agency says the move reflects “elevated acquisition-related liabilities and share repurchase activities.”

IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model.

Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.

Rita Robbins sees an opportunity to bring Affiliated Advisors’ service model to independent RIAs bogged down in “the muddy middle.”