Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.
The record deal volume in the first quarter is being attributed to multiple factors, not the least of which is President Joe Biden's threats to hike capital gains taxes.
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
The giant asset manager also intends to add technology workers at operations centers.
Wagner Wealth Management, based in Greenville, South Carolina, has seven reps.
Charles Stephen, an Albuquerque, New Mexico-based firm with four advisers, will affiliate through super-OSJ AmeriFlex.
A lot has changed over the past 12 months, and it's likely that what your clients want or prefer may have changed as well.
Advisers thinking of making a move should evaluate firms on what they're doing and what they've done, not on how big or small they are.
Robinhood's confetti animation led to heavy criticism of its gamification tactics, but advisers say investor education is still what's needed.
Veteran advisers Kellie Rixse and business partner Jeff Todd make move in Anchorage, Alaska.
The asset manager will undergo a third-party audit of its operations following a request from a shareholder.
The advertisement is just the latest ploy in an industry war over the throngs of retail investors flocking to digital wealth platforms. The new account openings will certainly have repercussions.
Fintech providers are partnering up to provide more crypto options for advisers to include digital assets in their portfolio management services.
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
Makara is an SEC-approved robo-adviser gearing up to provide investors automated services with a focus on cryptocurrencies. The product will charge a combination of a 1% management fee plus an annual fee.
Five-person Adapt Partners is joining Rockefeller in San Antonio
Goldman Sachs enters the race to offer wealth management clients access to Bitcoin following Morgan Stanley. Which wirehouse could be next?
Those making a move risk losing clients and accounts; they also face operational challenges.
We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy.
“Mega teams” with the scale to grow, greater diversity, sophisticated tools and the flexibility to adapt to any environment will lead the way.
