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How I Used AI to Automate Part of My Wealth Advisor Job
Rick Nott is a senior managing director and private wealth advisor at Santa Monica, California-based Angeles Investments. He spoke to Business Insider about how he uses AI, and why he’s excited and afraid when looking at AI-native financial planning platforms. The conversation has been edited for length and clarity. When Claude first rolled out its…
Beauty retailer Douglas appoints new CEO as Sander van der Laan retires
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IndiGo, Indian Oil and other crude-sensitive stocks rally up to 4% as oil dips below $105/bbl. Where are prices headed?
Shares of InterGlobe Aviation, Bharat Petroleum, Indian Oil, Hindustan Petroleum and other crude-sensitive stocks gained up to 4% after oil prices dipped for a second consecutive session amid ongoing peace talks over the US-Iran war. In today’s session, IndiGo shares jumped 4% to Rs 5,118, while Bharat Petroleum Corporation gained 3% to Rs 301 per…
Cerity Partners Merges with Three RIAs Managing $2 Billion
Cerity Partners, a New York-based registered investment advisor with more than $206 billion in client assets, has been on an acquisition tear this week, merging with three RIAs with a combined $2 billion in client assets. Cornerstone Capital, a Palo Alto, Calif.-based RIA with $1.4 billion in assets under management, will join Cerity, in a…
