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.
Wilson founded CHIP, which stands for Changing How Individuals Prosper, as a judgment-free, welcoming space that encourages people of color to find financial advisers who look like them.
We’ve gone from $2 billion to over $10 billion in AUM in four years because we’ve consistently adhered to three broad principles: Everything must be repeatable, measurable and scalable.
Oranj founder David Lyon is joining SEI along with 13 engineers, developers, cloud specialists and client service personnel. Financial terms of the transaction were not disclosed.
Merrill Lynch alum creates a new service model to provide financial advice to the masses.
Say goodbye to PDF documents and hello to narrated and personalized videos for client accounts.
With $600 billion in assets under advisement, Captrust has appointed a head of wealth management to lead the growing $24 billion under management business.
The CFP Board has spent $10 million each year on the campaign since its launch in 2011. The campaign is funded by an additional $12 per month that is added to the annual CFP certification fee.
