The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to growth, next-gen talent, and succession.
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Compared to boomers, younger generations are getting quicker starts to equipped themselves for their financial journeys.
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
The former head of MassMutual US is stepping in as the fintech platform provider plans next chapter.
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
The firm aims to make processes easier for advisors and investment managers.
New offering provides advisors with tools to help them acquire new business and expand their relationships with clients.
An alert from the regulator details problems it found in firms' compliance procedures, advertising practices, and Form ADV disclosures.
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Serial fintech entrepreneur Larry Shumbres leads the veteran leadership team launching an AI-powered compliance solution.
Second-year poll of adult women shows financial and health-related concerns, with bipartisan support for federal policy solutions.
