LPL’s 300 Job Cuts Show The New Cost Pressure Inside Wealth Platforms
LPL Financial’s 300 job cuts show how scale, AI, Commonwealth integration and advisor service pressure are reshaping platform costs.
Prudential’s AI Lead Strategy Shows Why Prospecting Is No Longer A Numbers Game
Prudential Advisors is using AI to enrich, score and route leads, showing how prospecting is shifting from raw volume to better timing.
Stifel’s CEO Says AI Can Help Advisors, But Judgment Still Belongs To Humans
Stifel CEO Ron Kruszewski says AI can improve advisor productivity, but client advice still needs human judgment.
Raymond James Expands AI, But Its CEO Says Advisors Still Win On Trust
Raymond James is expanding Rai access, but CEO Paul Shoukry says advisor-client relationships still matter more than any AI bot.
Rai Shows Raymond James Wants AI To Fix The Advisor Workflow Problem
Raymond James launched Rai, a proprietary AI operations agent, as wealth firms race to improve advisor service and governance.