LPL Attracts $1B Florida Team From Ameriprise

Published on May 20, 2026

Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.

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From Open Models to Closed Platforms: The Next Generation of AI-Backed RegTech Is Here

May 20, 2026
Next-generation platforms are custom-built to operate within a firm's internal environment using internally hosted data lakes instead of third-party storage. Data is ingested directly and analyzed against firm-specific governance policies. This structure reduces vulnerability and improves breach visibility while also providing firms direct oversight of record capture, review and retention.

AI-Driven ETF Close to Hitting $100M in Just 3 Months

May 20, 2026
The rapid deployment of artificial intelligence (AI) is evident; 99% of CEOs say their companies are investing in the technology. Apparently, AI is also quick at garnering assets. Launched less than three months ago, the Pictet AI Enhanced US Equity ETF (PQUS) is already approaching the $100 million mark in assets under management (AUM).