Tackling the Biggest Questions Facing the Markets and Economy

Published on October 29, 2024

The long and winding road to one of the most unusual presidential elections in history is coming to an end – with Election Day now just 11 days away.

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FreeWill Launches Estate Planning Platform Estately

October 29, 2024
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Survey: Most Advisory Firms Lack AI Safeguards

October 29, 2024
Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.