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AdvicePay eyes next growth chapter with new president
FINTECH MAY 08, 2024
AdvicePay eyes next growth chapter with new president

The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.

The return of client events
OPINION MAY 08, 2024
The return of client events

Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.

Ategenos reveals “next-generation TAMP” for wealth firms
FINTECH MAY 07, 2024
Ategenos reveals “next-generation TAMP” for wealth firms

The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.

Future Capital forges 401(k) partnership
RETIREMENT PLANNING MAY 07, 2024
Future Capital forges 401(k) partnership

The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.

Advisor360 strikes new wealth tech partnership
FINTECH MAY 07, 2024
Advisor360 strikes new wealth tech partnership

The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.

InvestmentNews' 5-Star Research Platforms revealed
PRACTICE MANAGEMENT MAY 07, 2024
InvestmentNews' 5-Star Research Platforms revealed

From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.

Want your firm to thrive? Focus on growth and relationship strategies
RIAS MAY 07, 2024
Want your firm to thrive? Focus on growth and relationship strategies

President of Crestwood Advisors says how a company thinks about growth is key to achieving it over the long term.

Tech firm takes generative AI to the RIA space
FINTECH MAY 06, 2024
Tech firm takes generative AI to the RIA space

First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.

iCapital unveils model portfolios for alts-focused advisors
ALTERNATIVES MAY 06, 2024
iCapital unveils model portfolios for alts-focused advisors

The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.

Robinhood’s crypto business under fire after SEC warning
ALTERNATIVES MAY 06, 2024
Robinhood’s crypto business under fire after SEC warning

The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.

Millennials want advice now but industry 'unprepared'
RIAS MAY 06, 2024
Millennials want advice now but industry 'unprepared'

Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.

What are asset managers doing about DEI?
PRACTICE MANAGEMENT MAY 03, 2024
What are asset managers doing about DEI?

Inaugural report covering 1,200 firms shows adoption of formal DEI policies, recruitment programs, and best practices to tackle representation gap.

BlackRock-backed Willow wants to help advisors catch the wealth transfer wave
PRACTICE MANAGEMENT MAY 03, 2024
BlackRock-backed Willow wants to help advisors catch the wealth transfer wave

With fresh funding, the startup catering to financial advisors is offering new courses geared towards women and NextGen investors.

Where will RIA buying be strongest in the next year?
PRACTICE MANAGEMENT MAY 02, 2024
Where will RIA buying be strongest in the next year?

Inaugural M&A research reveals which wealth firm segment looks sweetest for dealmakers, aggregators, lenders, and consultants.

Betterment bolsters advisor offering with enhanced XYPN partnership
FINTECH MAY 02, 2024
Betterment bolsters advisor offering with enhanced XYPN partnership

The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.

FusionIQ launches platform for breakaway advisors
FINTECH MAY 02, 2024
FusionIQ launches platform for breakaway advisors

From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.

Wealthtech startup Altruist ascends to $1.5B valuation
FINTECH MAY 02, 2024
Wealthtech startup Altruist ascends to $1.5B valuation

The LA-based fintech challenging goliaths Schwab and Fidelity secures new fundraising after its revenue quintupled in 2023.

Family, prudence shape Asian Americans’ financial habits
PRACTICE MANAGEMENT MAY 02, 2024
Family, prudence shape Asian Americans’ financial habits

Fidelity research reveals multigenerational focus and hands-on stance on finances among Asian Americans and Pacific Islanders.

Cetera arms advisors with active ETF guidance
PRACTICE MANAGEMENT MAY 02, 2024
Cetera arms advisors with active ETF guidance

The broker-dealer and RIA network’s vetted list provides intel on active ETFs across equity, fixed income, and alternative asset classes.

How ex-Amazon employee grew his tech client base
PRACTICE MANAGEMENT MAY 01, 2024
How ex-Amazon employee grew his tech client base

A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.