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Orion beefs up tech shelf with new BeFi tool
FINTECH MAR 15, 2024
Orion beefs up tech shelf with new BeFi tool

Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.

Tifin taps ex-BlackRock exec to lead advisor AI platform
FINTECH MAR 15, 2024
Tifin taps ex-BlackRock exec to lead advisor AI platform

Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.

Morgan Stanley's Jeff McMillan named firm's AI head
FINTECH MAR 15, 2024
Morgan Stanley's Jeff McMillan named firm's AI head

Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.

Digital maturity gap in financial services has grown wider
TECHNOLOGY MAR 15, 2024
Digital maturity gap in financial services has grown wider

Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.

Want to retire happy from an advisory career? Start planning now
OPINION MAR 15, 2024
Want to retire happy from an advisory career? Start planning now

65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.

FusionIQ appoints former Fidelity leader as senior strategic advisor
FINTECH MAR 15, 2024
FusionIQ appoints former Fidelity leader as senior strategic advisor

Industry veteran will engage with wealth managers and help enhance platform.

What do clients really want? And what is their biggest dissatisfaction?  
PRACTICE MANAGEMENT MAR 15, 2024
What do clients really want? And what is their biggest dissatisfaction?  

Top demands vary between millionaires and the mass market.

Nine-tenths of advisors feel underserved on tech
FINTECH MAR 14, 2024
Nine-tenths of advisors feel underserved on tech

Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.

Helping debt-ridden physicians thrive 
PRACTICE MANAGEMENT MAR 14, 2024
Helping debt-ridden physicians thrive 

Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.

Diversify enhances in-house platform amid growing advisor adoption
FINTECH MAR 14, 2024
Diversify enhances in-house platform amid growing advisor adoption

Firm says it can do better than the 'limitations' of other investment platforms.

Keeping retirement planning personal 
RETIREMENT PLANNING MAR 13, 2024
Keeping retirement planning personal 

Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.

‘Our clients are part of our family’
PRACTICE MANAGEMENT MAR 13, 2024
‘Our clients are part of our family’

'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'

Independent Financial Group deepens tech ties with Envestnet
FINTECH MAR 13, 2024
Independent Financial Group deepens tech ties with Envestnet

The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.

Being a fiduciary is the ‘true professionalization’ of financial advice
PRACTICE MANAGEMENT MAR 13, 2024
Being a fiduciary is the ‘true professionalization’ of financial advice

Ultimately, fiduciary care is going to drive the RIA space, advisor says.

RIAs face their greatest challenge: The transfer of wealth
PRACTICE MANAGEMENT MAR 13, 2024
RIAs face their greatest challenge: The transfer of wealth

Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.

Most advisors overestimate ability to serve retirement needs of female clients
RETIREMENT PLANNING MAR 13, 2024
Most advisors overestimate ability to serve retirement needs of female clients

But are they ready to provide the unique advice that's required?

7 ways to encourage women to pursue financial advisory careers
OPINION MAR 13, 2024
7 ways to encourage women to pursue financial advisory careers

Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.

Fintech Flourish expands fee-based annuity shelf
FINTECH MAR 13, 2024
Fintech Flourish expands fee-based annuity shelf

The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.

Eaglebrook unveils new crypto SMA partnership
ALTERNATIVES MAR 12, 2024
Eaglebrook unveils new crypto SMA partnership

The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.

Raymond James nabs Wells Fargo advisor
BROKER DEALERS MAR 12, 2024
Raymond James nabs Wells Fargo advisor

The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.