AI Will Be Ready to Manage Money in 5 Years: MIT

Published on July 22, 2025

AI could also evolve to meet one of finance's highest bars: the fiduciary standard, says Andrew Lo.

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IWI Revamps Retirement Management Advisor Program

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Coursework changes are the result of a years-long effort to update the certification, CEO Sean Walters says.      Related StoriesFor Retirement Savers, 60 Is the New 306 Ways Estate Planning Can Boost Practice GrowthThis Big Driver of Social Security Insolvency Has Long Been Ignored

Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners

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The $12 billion RIA, which is backed by Joe Duran’s Rise Growth Partners, will now go by OnePoint to signify that it provides all aspects of clients’ financial needs.