Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
Succession concerns can be addressed by placing more focus on developing the next generation of advisors.
From portfolio reviews to tidying up client accounts, advisors share what they're cleaning up this spring.
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
Winning new assets should be a core discipline for both wealth and asset managers, even if market gains are boosting their AUM without the hassles of marketing, advertising, or sales.
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
Jordan Mayer subscribes to the adapt-or-die mantra – and believes this relentless commitment to improvement sets J.P. Morgan apart
‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Advisor puts his faith in custom reporting and real-time data
Surge Ventures is launching a new industry-focused data integration platform.
The transaction values the firm at $700 million and will drive growth.
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
Axtella executive says the advice industry faces challenges in connecting with younger clients.
Digital investment platform’s new service unlocks low-cost fractional trading on thousands of individual stocks and ETFs.
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
