It will be known as the Advanced Planning Unit, or APU for short. The unit is set to operate as part of the Office of Microsoft AI’s CEO. The tech giant formed Microsoft AI last year to lead the ...

Here’s how a job listing describes the new unit: The Advanced Planning Unit will operate in the Office of Microsoft AI’s CEO and will combine cutting edge research across Microsoft and beyond ...

such as whether they will require care or what wishes they have for their advanced health care needs and associated decisions," he said. Lord said an advisor's role in health care planning ...

But training advisors—especially new ones—can feel like a daunting task. I know this challenge firsthand. As the founder of The Externship and owner of Amplified Planning, I’ve helped train ...

Most financial advisors plan to boost their technology spending in 2025 — though many admit they aren't using their current tools to their full potential. Those were among the key takeaways from ...

For this week’s Barron’s Advisor Big Q, we asked wealth management professionals what they’re hearing from clients and how they’re responding.

Reaching the upper echelon of success in the wealth management world is something that many advisors strive for. The reality is that the path there is not an easy one—the result of which is ...

iShares ESG Advanced MSCI EAFE ETF Trading Up 0.2 % NASDAQ:DMXF opened at $68.23 on Friday. iShares ESG Advanced MSCI EAFE ETF has a 1-year low of $63.32 and a 1-year high of $73.20. The business ...

Public Citizen is a nonprofit consumer advocacy organization that champions the public interest in the halls of power. We defend democracy, resist corporate power and work to ensure that government ...

Get Our Latest Research Report on Alphabet Alphabet Stock Up 2.6 % Shares of NASDAQ:GOOGL opened at $206.38 on Wednesday. Alphabet Inc. has a 52-week low of $130.66 and a 52-week high of $207.05 ...

You may not have heard of Compound Planning, but the new wealth management firm is growing fast. The fruit of a 2023 merger of two start-ups, the New York-based firm already has 35 advisors and $2 ...