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What ebbing markets may mean for advisers
YOUR PRACTICE PRACTICE MANAGEMENT MAY 16, 2022
What ebbing markets may mean for advisers

Now is the time to make sure you are delivering true adviser value, and that your clients understand what that is.

Top 5 fintech solutions firms are adopting this year
YOUR PRACTICE FINTECH MAY 13, 2022
Top 5 fintech solutions firms are adopting this year

Here are the financial technology products gaining the most traction among advisers, based on the portion of firms that said they plan to add the solution in 2022.

Fidelity partners with Digital Assets Council on crypto education
INVESTING ALTERNATIVES MAY 12, 2022
Fidelity partners with Digital Assets Council on crypto education

Clients of Fidelity Institutional will get a discount on the cost of DACFP's Blockchain and Digital Assets certificate program.

Raymond James rolls out new option for fee-only advisers
NEWS RIAS MAY 12, 2022
Raymond James rolls out new option for fee-only advisers

The firm’s Corporate Registered Investment Advisor model provides support and resources for independent adviser representatives who are exclusively fee-based.

Emigrant Partners buys minority stake in $6.8 billion Australian financial advice firm
NEWS INDUSTRY NEWS MAY 12, 2022
Emigrant Partners buys minority stake in $6.8 billion Australian financial advice firm

Emigrant's investment will support the next phase of growth for Koda Capital; the stake represents Emigrant's first direct partnership outside the US.

Kestra adds Envestnet’s retirement solutions
RETIREMENT RETIREMENT PLANNING MAY 11, 2022
Kestra adds Envestnet’s retirement solutions

Plan advisers will be able to use Envestnet's retirement plan tools on the Kestra platform.

FPA creates certificate course in college planning
YOUR PRACTICE PRACTICE MANAGEMENT MAY 11, 2022
FPA creates certificate course in college planning

The Financial Planning Association's four-hour course is intended to help advisers assist families with education decisions.

10 IBDs with the highest portion of female reps
NEWS BROKER DEALERS MAY 11, 2022
10 IBDs with the highest portion of female reps

Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.

CI Private Wealth applies for trust company charter in South Dakota
NEWS RIAS MAY 10, 2022
CI Private Wealth applies for trust company charter in South Dakota

The move will allow CI Financial to provide trust solutions to high-net-worth and ultra-high-net-worth clients.

Carson acquires $800 million team in Connecticut
NEWS RIAS MAY 10, 2022
Carson acquires $800 million team in Connecticut

Karn Couzens & Associates is based in Farmington and led by Robert A. Karn and Jeffrey P. Couzens.