Trump’s 927-page disclosure is just a normal Tuesday for direct indexing and crypto wealth managers
President Donald Trump’s latest financial disclosure has drawn attention for its sheer scale: thousands of stock trades, over $1 billion ...
Friday, July 3, 2026
Tag: Managers
The ‘mass affluent’ are losing their allure for wealth managers navigating AI
Wealth managers keen to stay relevant in the age of artificial intelligence may soon find that clients with a mere ...
CFPs, asset managers spar over DOL’s 401(k) rule
CFPs have come out swinging against a rule that would allow alternative assets in 401(k)s, according to comments submitted to ...
What Is POS Data Scrubbing? The Essential Guide for Channel Managers
The global POS software market is projected to reach $32.1 billion in 2026, yet many channel managers are still drowning ...
Coinbase CEO replacing ‘pure managers’ with ‘player-coaches’ is sign org chart is changing
Out went what Armstrong calls “pure managers.” In came “player-coaches,” flat hierarchies capped at five layers, and “AI-native pods” that ...
FCA Clears Asset Managers to Run Funds Onchain Under Existing Rules
The UK’s Financial Conduct Authority (FCA) has approved new rules that allow tokenized funds to operate fully within the existing ...
How managers can start mental health conversations
Managers play a key role in supporting their employees. But leaders may feel unsure about how to bring up topics ...
Here’s How AI ‘Workslop’ From Managers Is Eroding Workplace Trust
AI is reshaping how work gets done, but not always for the better. More than half of U.S. employees say ...
Fund managers back large-caps, stay wary of mid- & small caps
After the market sell-off, fund managers are broadly aligned on one message: share valuations are no longer stretched, but it’s ...
A Guide for Wealth Managers & Financial Advisers
Portfolios Reflect Goals and Values Currently, young investors’ portfolios often incorporate both their goals and values. They are more likely ...
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