Your Practice

Displaying 12999 results
RightCapital and MaxMyInterest forge data integration partnership
FINTECH OCT 30, 2024
RightCapital and MaxMyInterest forge data integration partnership

The strategic collaboration will enable certain RightCapital advisor users to get a more complete view of their clients' financial picture.

Wealth tech firm Amplify adds $2B Kingswood to platform
FINTECH OCT 30, 2024
Wealth tech firm Amplify adds $2B Kingswood to platform

The fintech provider will provide digital onboarding, reporting, and trading capabilities to drive the independent wealth firm's growth.

iCapital seals deal to scoop up AltExchange
ALTERNATIVES OCT 30, 2024
iCapital seals deal to scoop up AltExchange

The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.

These states have the best 529 college savings plans, Morningstar says
PRACTICE MANAGEMENT OCT 29, 2024
These states have the best 529 college savings plans, Morningstar says

Costs have come down, investment options have gotten better, and stewardship by states over 529 college savings programs has improved, says ratings firm.

CAIA expands UniFi learning platform with PE microcredential
ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

RISR-Citadel partnership boosts support for business owner advisors
FINTECH OCT 28, 2024
RISR-Citadel partnership boosts support for business owner advisors

The fledgling fintech firm expands its platform in the Greater Philadelphia area as it makes two key additions to its leadership.

Robinhood wades into event trading with Harris and Trump contracts
ALTERNATIVES OCT 28, 2024
Robinhood wades into event trading with Harris and Trump contracts

The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.

Envestnet rolls out customizable options strategy for HNW clients
FINTECH OCT 28, 2024
Envestnet rolls out customizable options strategy for HNW clients

The latest addition to the platform's quantitative portfolio suite aims to help advisors blunt the risks of stock concentration as they are unwound.

GeoWealth forges UMA tie-up with Goldman Sachs
FINTECH OCT 28, 2024
GeoWealth forges UMA tie-up with Goldman Sachs

The agreement with Goldman Sachs Asset Management will expand the TAMP provider's custom portfolio offering for RIAs.

TradePMR taps AI to simplify RIA transitions
FINTECH OCT 25, 2024
TradePMR taps AI to simplify RIA transitions

The fintech provider is looking to shorten the custodian-switching process with an automated data processing tool.

Inner self-betterment gene drives ambitious advisor
PRACTICE MANAGEMENT OCT 25, 2024
Inner self-betterment gene drives ambitious advisor

The realization that his words can make others rich was a lightbulb moment for Chris Doughty.

CogniCor soups up AI platform with exclusive Insights Engine
FINTECH OCT 25, 2024
CogniCor soups up AI platform with exclusive Insights Engine

The fintech provider is enhancing its Wealth Co-Pilot platform to help advisors engage clients better with data-driven personalized insights.

"Action, not words": Empowering female investors with mentorship, financial education
WOMEN ADVISOR COMMUNITY OCT 25, 2024
"Action, not words": Empowering female investors with mentorship, financial education

Mercer Advisors strives to be the organization of choice for female clients and employees.

Hands-on advisor goes the extra mile for clients
PRACTICE MANAGEMENT OCT 25, 2024
Hands-on advisor goes the extra mile for clients

Michael Joyce, president of Agili, explains his goals-based approach.

Lack of numbers fuels lack of confidence
WOMEN ADVISOR COMMUNITY OCT 25, 2024
Lack of numbers fuels lack of confidence

Extra stress of being a minority, compounded by the “old boys’ club”, still hinders women advisors, says Women Advisor Summit speaker.

Technology driving tailored portfolio approach
PRACTICE MANAGEMENT OCT 25, 2024
Technology driving tailored portfolio approach

Data can be overwhelming unless you can prioritize, says Wealthspire Advisors VP.

Advisor aims to empower the working class
PRACTICE MANAGEMENT OCT 25, 2024
Advisor aims to empower the working class

"There's a world littered with educated derelicts — people who know a lot but can't put it into practice."

Hybrid portfolio approach hits sweet spot
PRACTICE MANAGEMENT OCT 25, 2024
Hybrid portfolio approach hits sweet spot

Multiple strategies form building blocks for families, says CIO.

Aligning client goals with life aspirations
PRACTICE MANAGEMENT OCT 25, 2024
Aligning client goals with life aspirations

How Cristina Livadary’s personal experiences shaped her philosophy as CEO at Mana Financial Life Design.

How advisors can fuel growth with client communication
OPINION OCT 24, 2024
How advisors can fuel growth with client communication

Having a well-defined marketing plan can help focus their strategies and tactics – but that's just the start.