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NewEdge advisors reshape client work with AI in weeks after Anthropic rollout - InvestmentNews
NewEdge Financial advisors rapidly integrated Anthropic's AI tools into client-facing workflows, reportedly reshaping advisory processes within weeks of rollout.
Aug 20, 2026
Marquis Who's Who Honors Christopher Krell, CFP, for Financial Expertise
A PR Newswire press release announces that Marquis Who's Who has honored financial planner Christopher Krell, CFP, citing his three-decade career and prior recognitions from Forbes, InvestmentNews, and The Financial — with no new event, policy, product, funding, or institutional action disclosed.
Aug 20, 2026
Steward Partners Named to InvestmentNews' 2026 5-Star RIA Firms List
Steward Partners, a financial services firm, was named to InvestmentNews' 2026 list of '5-Star RIA Firms', an industry recognition for wealth management firms serving high-net-worth clients.
Aug 5, 2026