Who really wins under Trump’s economy? Coastal liberal elites who hate him.

Host Ryan Nauman interviews Rob Battista, executive vice president of Advisory Solutions at Vestmark, about the evolution from traditional one-size-fits-all model portfolios to more personalized custom model investment solutions. Battista explains how models grew from manager-traded SMAs to scalable, lower-cost model delivery, fueled by greater accessibility through marketplaces and asset managers selling total portfolio solutions….

Account titling and beneficiary designations supersede what clients have written in their wills and should be managed carefully. Inattention to the details can lead to a client’s wishes upon death going unfulfilled. Processing Content This process applies to accounts and real property. For example, joint tenancy, if one of the joint tenants dies, leaves the…

Nearly three in four affluent investors now use artificial intelligence to help make investment decisions, according to a recent HSBC survey, yet Cerulli projects the average advisory fee on a $10 million client to be 66 basis points in 2026. The math is simple. Software can rebalance an index portfolio for a fraction of what…

.Paycode has appointed Colin Digby as its new Chief Revenue Officer, the payments and digital identity technology firm announced on Friday Digby brings extensive experience in global payments and foreign exchange, having held leadership roles at Mastercard, Crown Agents Bank, Barclays, Deutsche Bank, JPMorgan and Citibank. In his new position, he will oversee Paycode’s global…

Consolidation among holders of Ginnie Mae mortgage servicing rights has reached the point where the top 5, who began the year representing a little over half the market, more firmly control it. Processing Content All five are nonbanks and they collectively now hold nearly a 59% share, which by some measures may be even larger,…