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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.

College for Financial Planning expands paraplanner course for Spanish clients
PRACTICE MANAGEMENT MAY 01, 2024
College for Financial Planning expands paraplanner course for Spanish clients

The financial advisor education company is expanding the course to address the needs of the high-potential Hispanic market.

Alti Global taps tech VC vet for new private-market strategy
ALTERNATIVES MAY 01, 2024
Alti Global taps tech VC vet for new private-market strategy

The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.

Are advisors operating ‘above or below the line’?
RIAS APR 29, 2024
Are advisors operating ‘above or below the line’?

CEO of GYL outlines how advisors can stay fresh and relevant.

How to champion women in wealth-building conversations
PRACTICE MANAGEMENT APR 29, 2024
How to champion women in wealth-building conversations

Speaker at upcoming InvestmentNews Women Advisor Summit says industry has been poor at speaking to the needs of women clients.

Tech-focused wealth firms win on multiple counts, says Fidelity
FINTECH APR 29, 2024
Tech-focused wealth firms win on multiple counts, says Fidelity

Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.

Set solid expectations and boundaries with new clients
OPINION APR 26, 2024
Set solid expectations and boundaries with new clients

Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.