The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.
It’s a long-awaited moment for a generation of rising executives who’ve spent years missing out on the riches reaped by those before them.
Fresh points of view open new arenas for growth throughout the financial advice community. Learn more about those putting their perspectives into practice at this year’s InvestmentNews Diversity, Equity & Inclusion Awards.
The 38 direct PE investments in wealth management last year compares to 23 in 2020 and 11 in 2019. Now PE is eyeing the wealthtech space.
FSI is partnering with Inroads to encourage its member firms to offer paid internships for students of color.
Merchant insists the noncontrolling investment is distinct from traditional private equity capital, which often comes with a short-term commitment.
Hiring is getting more competitive at every level of an advisory firm, and compensation alone won't allow firms to keep pace.
The impact that market corrections can have on advisory firms' profits makes having the right strategy and doing an exceptional job of implementing it even more important.
Recent market volatility is making crypto robos more appealing in the traditionally passive world of digital advice.
Days after hiring Robert McCann, former UBS chairman for the Americas region, NewEdge announces more UBS veterans are joining the firm.
Millennials are the most optimistic generation, with nearly half saying their quality of life is better or much better over the previous year, study finds.
CEO Ralph Hamers is on a mission to pull UBS into the digital age, and last week's announcement of the bank's acquisition of robo-adviser Wealthfront was his first move.
The board's Center for Financial Planning provided more than $300,000 in scholarships last year, up from the more than $200,000 it awarded in 2020.
Under Chairman Gary Gensler, the agency is taking a closer look at private equity, hedge funds.
Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
When a client has a request, dig deeper before you take action by asking, 'Why you want to do that?'
A pending proposal likely would focus on strengthening advisory firms' disclosures and their preparedness for cyber risks.
The CFP Board also touts last year's growth in Black and Hispanic mark holders, who still represent a small fraction of the CFP population.
The largest Swiss bank said the acquisition will accelerate its growth in America, broadening the firm’s reach to more mass-affluent investors.
