Biotech Innovations for Healthspans and Investment Opportunities
Discover the latest biotech innovations focusing on longevity and how they can impact healthcare. Learn key considerations for biotech investors and the disruptive forces shaping the industry. Explore the role of Artificial Intelligence in revolutionizing drug discovery and personalized medicine.
US Regulators Join Probe into Morgan Stanley’s Wealth Management Division
US regulators have joined the ongoing probe into Morgan Stanley’s wealth management division, reflecting increased scrutiny in the financial services industry. The involvement of additional US regulators underscores the focus on potential misconduct and compliance issues within the sector, highlighting the heightened scrutiny faced by major financial institutions. The probe is expected to shed light on the regulatory landscape governing wealth management activities and may have broader implications for industry practices.
Surge Ventures Acquires Kovair and Launches Data Integration Platform for the Wealth Management Industry
Surge Ventures acquires Kovair Software and launches an enterprise integration platform for the wealth management industry. Sid Yenamandra, the Founder, CEO and Managing Partner of Surge Ventures, will take over as CEO of Kovair, with the company’s previous CEO, Bipin Shah, remaining on the Kovair board of directors. The acquisition aims to provide enhanced data-first capabilities and simplify complex integrations for wealth management professionals.
The Growing Role of AI in Financial Advisory Services
About a year ago the world was discovering the phenomenon called ChatGPT and experiencing for the first time what Artificial Intelligence (AI) could do. A lot has changed since then and the growth of AI is now expanding at a…
Team of Advisors and Support Staff from RBC Capital Markets Joins Ameriprise Independent Channel
A team of advisors and support staff previously with RBC Capital Markets has joined the independent channel of Ameriprise. Pacific West Planning, led by private wealth advisor Ryan Sullivan, has made the move with more than $525 million in client…