Sanctuary Adds $800M Breakaway From Merrill Lynch

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.

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7 Tips for Building a Healthy Diet With Canned, Frozen, and Packaged Goods

Certain influencers have built entire social media empires out of making everything from scratch. Oftentimes, their videos carry an implicit sense of moral superiority, suggesting that you’re not a good parent (or at least not as good as them) if you’re resorting to pre-packaged store-bought items. Those who pick their own produce and painstakingly hand-craft […]

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Survey: Don’t Lose Track of Baby Boomer Clients in Great Wealth Transfer

A new survey run by Natixis shows baby boomers are more likely to be switching advisors than their younger peers as they prepare to transfer wealth to inheritors or spouses.

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Can You Actually ‘Boost’ Your Metabolism?

Few bodily processes are both as focused on and as misunderstood as metabolism. It seems like just about everyone wants to “boost” or “speed up” their metabolism in the hopes of burning more calories and, as a result, losing body fat. In reality, this is not an easy task, but you wouldn’t know that from […]

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I Asked an AI to Find Me a Financial Advisor

A conversation with Claude.

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Obstructive Sleep Apnea Impacts Women Differently.

There are at least a dozen reasons why women may wake up with a headache, jitter with anxiety, or struggle to keep their eyes open at work, no matter how well they think they slept: menstruation, menopause, motherhood—the list truly goes on. But these symptoms, as vague as they are, could actually stem from a […]

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TIFIN Revamps AI Platform for Wealth Managers

TIFIN.AI introduces agentic workflows for wealth managers, meant to strreamline operations, investment and client engagement with multi-agent support.

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How to Have Great Sex After 60, According to Experts

2. Ask for what you want, point blank. In some situations, the issue may not be physical or logistical. It’s that the sex you’re having just…isn’t that great. “If you’re in a relationship or marriage where sex is not exciting, of course you’re not going to want to do it,” Tammy Nelson, PhD, a 63-year-old […]

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Everyone Wants This Unapproved Weight-Loss Drug—And Some Have Found a Way to Get It

For all the hype surrounding GLP-1 weight-loss medications like Wegovy and Zepbound, these drugs don’t work for everyone. Nearly 17% of people on these medications are considered “non-responders,” leaving them looking for a different solution. But there’s a buzzy new medication waiting in the wings. While it’s not yet approved by the Food and Drug […]

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JPMorgan, Wells Fargo, Citigroup Boast Wealth Revenue Growth

The three banks reported strong growth in asset and wealth management revenue, offsetting mixed earnings results and market challenges.

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Fitch: AI Adoption Not a Near-Term Credit Driver for Wealth Firms

Despite the artificial intelligence-related selloff in wealth stocks, Fitch affirmed the credit ratings of traditional wealth management firms, with the outlook remaining stable.

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Yes, Your Feet Age. Dermal Fillers Can Help

Barefoot walks on the beach. A day in their favorite high heels. A long training walk ahead of the Camano de Santiago. These are the goals—big and small—of women undergoing foot filler treatments. Using an injectable filler—such as hyaluronic acid or body fat—to add padding to sore feet is not new, though it is gaining […]

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