Vanilla Rolls Out Estate Planning Assistant for Advisors

Published on January 24, 2025

V/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.

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Diamond Consultants Moves Into Executive Search

January 24, 2025
The firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.      Related StoriesVanilla Rolls Out Estate Planning Assistant for AdvisorsFocus Partners Wealth to Buy $4.2B RIASingle Women, Rich Millennials Will Fuel Luxury Real Estate This Year

Arete Wealth Fights Back on SEC Charges

January 24, 2025
In a letter to Acting SEC Chair Mark Uyeda, the Chicago-based firm called the recent complaint a retaliation and cited “rushed efforts” by SEC staff to push through the filing in the final days of Gary Gensler’s tenure.