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Tifin spins off AI platform designed to help advisory firms grow
YOUR PRACTICE FINTECH JAN 23, 2024
Tifin spins off AI platform designed to help advisory firms grow

The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.

$615M family office joins LPL from Raymond James
NEWS BROKER DEALERS JAN 22, 2024
$615M family office joins LPL from Raymond James

Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.

UBS lands $2B team from Merrill Lynch
NEWS WIREHOUSES JAN 18, 2024
UBS lands $2B team from Merrill Lynch

New York City-based GKB & Associates includes five advisors.

Rate your financial planning softwares and CRM platforms
YOUR PRACTICE FINTECH JAN 18, 2024
Rate your financial planning softwares and CRM platforms

InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.

CogniCor launches AI-enabled digital assistants for wealth management, insurance
YOUR PRACTICE FINTECH JAN 18, 2024
CogniCor launches AI-enabled digital assistants for wealth management, insurance

The digital assistants will be driven by Microsoft’s Azure OpenAI Service.

Captrust acquires $770M Texas RIA
NEWS RIAS JAN 18, 2024
Captrust acquires $770M Texas RIA

Engrave Wealth Partners, based in The Woodlands, has 10 team members.

Raymond James adds $160M advisor from Edward Jones
NEWS BROKER DEALERS JAN 17, 2024
Raymond James adds $160M advisor from Edward Jones

Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.

Who should NOT go RIA?
GO RIA PODCASTS JAN 17, 2024
Who should NOT go RIA?

Very few people love the RIA space more than Chuck Failla, but, during this podcast, Chuck will explore who should NOT go RIA. This week's special guest is Jackie Wilke from First Trust and together they will unpack who should and should not take the leap.

Fintech launches annuities platform
NEWS RIAS JAN 17, 2024
Fintech launches annuities platform

Flourish aims to facilitate RIAs’ access to annuities.

XPO founder Brad Jacobs explains 'How to Make a Few Billion Dollars'
VIDEOS IN THE NASDAQ JAN 17, 2024
XPO founder Brad Jacobs explains 'How to Make a Few Billion Dollars'

Brad Jacobs, serial entrepreneur and founder of XPO, discusses his new book, "How to Make a Few Billion Dollars," and explains how to lead an organization with humility and compassion.