The stock index is moving to embrace tech by adding Salesforce.com, Amgen and Honeywell
Most advisers don't know what their time is worth, according to research from Bob Veres of Inside Information
Agency charges Burbank, California-based NPB Financial Group with disclosure, best execution failures
The six-member group will work in the Washington, D.C., office of UBS Private Wealth Management
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
Six-member Legacy Family Wealth group opens office in Scottsdale, Arizona
The pandemic has moved the issue to center stage for leaders of RIAs and multifamily offices
The trio formed Raintree Wealth Partners in Scottsdale, Arizona
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
The brokerage joins a list of industry players touting free or low-cost financial planning apps to attract younger clientele
The bank is breaking with some U.S. competitors that have resisted layoffs amid the pandemic
The eight-person Longo Group is based in Slidell, Louisiana
Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals
The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines
The association joins large wealth management firms, like LPL Financial and Schwab, in hosting virtual gatherings during the pandemic
The technology, which is integrated into the ClientWorks platform, was developed to reduce time spent preparing for client meetings
The traditional portfolio ballast layers on risk without providing much reward
But one arm of Wells Fargo Advisors has been a popular destination for advisers in the first half of the year
What investors see in the low-margin DC record-keeping business
The partnership builds on the broker-dealer's goal to transform its legacy technology into modern tools for advisers
