The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.
Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.
“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”
The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.
The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.
The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.
RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.
The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.
Passing down a financial advisory practice to a family member is not always smooth, and requires a lot of hard work upfront.
InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.
How financial planner is taking advantage of interest rate trends without taking undue investment risk.
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.
"There's no better way than having true financial alignment through equity partnership," one CEO said.
The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.
The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.
The wealth tech firm says new COO will be "invaluable" in addressing firm's rising demand for next-generation portals and AI functionality.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
Wealth managers weigh in on trends in charitable giving this holiday season.
