Mariner Signs On With Fidelity's AI-Based Lead-Gen Platform

Published on December 17, 2024

Catchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.

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Mutual Fund Conversions Hit Record in ETF Industry's Epic Year

December 17, 2024
As demand for the ETF structure gains traction, 55 funds make the conversion — more than triple from 2021.      Related StoriesFee War Kicks Off for One of Wall Street's Hottest ETF TradesBob Doll Grades his 10 Predictions for 2024Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.

Jeremy Siegel: Big Tech Stocks' Reign Could End in January

December 17, 2024
The economist suggests rebalancing to other market sectors in early 2025.