HeyJaredGriffin Kelly
- Indexed articles, last 90 days
- 23
- Latest publication
- Sep 17, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
AI Won’t Replace Advisors. It May Actually Add More (opens the original)
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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. It requires little imagination to picture artificial intelligence as a potential career-killer. The reality, however, may be quite different for financial advisors. Advisor headcount is actually expected to grow as AI expands productivity and work capacity, according to Cerulli research conducted from May to July at firms holding a combined $1.2 trillion in assets. Over the next
Your Client’s Big Tech Company Just IPO’d. Now What? (opens the original)
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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. SpaceX's June IPO made thousands of current and former employees overnight millionaires. Anthropic is expected to go public next month, while OpenAI could follow sometime next year. Once a company goes public, employees can be left holding highly concentrated stock positions that, if sold, could trigger massive capital gains taxes. "The IPO is not the finish line, it's the starti
Vanguard’s Altruist Deal May Shake Up Robo-Advice (opens the original)
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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Vanguard's acquisition of custodian Altruist for more than $4 billion may be the biggest wealth management news of the year. And developments haven't slowed down. Just this week, Altruist announced a new financial planning tool on its AI-powered wealthtech platform, Hazel, that aims to connect six areas of advisor work in a matter of minutes: retirement savings, portfolio positio
Goals Are the New Blueprint for Portfolio Construction (opens the original)
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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Portfolio construction these days is less a matter of what and more a matter of why. As advisors put greater emphasis on financial planning, they're moving beyond traditional asset allocation toward what might be called outcome allocation. The two approaches can overlap, but the latter puts the individual client's goals at the center of the process. "Historically, portfolios were
What’s Behind Vanguard’s Deal to Buy Altruist? (opens the original)
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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Unexpected, yes. But was it also unavoidable? Vanguard, which rarely makes corporate acquisitions, yesterday agreed to buy Altruist, a wealthtech platform and custodian for independent advisors. "As more investors in Vanguard funds choose to work with financial advisors, we see a significant opportunity to build on the strengths of two complementary organizations to help advisors
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