Portfolio

Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.

JPMorgan also builds out the ranks of its private advisory group with execs poached from Goldman Sachs, Wells Fargo and Ernst & Young.

The big payday comes after a year in which the bank made progress toward the removal of a federally imposed asset cap.

The addition of Prudential Financial and Atria Wealth Solutions helped boost LPL's advisor headcount to a record of nearly 29,000 by the end of last year.

Rodney Halvorson says he agreed to join Morgan Stanley only if he could take two wealthy Mexican clients with him. But his transfers were blocked amid heightened money-laundering scrutiny.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

Ethicists who voiced concern during Trump's first administration have said that this time around, having a publicly traded company increases the risks of conflicts.

Like other wealth managers that have ceased reporting advisor numbers every quarter, Raymond James says the figures have lost meaning.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.