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‘We want to actually touch people’s lives’
PRACTICE MANAGEMENT MAR 06, 2024
‘We want to actually touch people’s lives’

Melissa Joy, founder of Pearl Planning, talks about her passion for educating people about money.

One year later, many clients have forgotten key lessons from the banking crisis
OPINION MAR 06, 2024
One year later, many clients have forgotten key lessons from the banking crisis

Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.

Deepen your knowledge of charitable strategies to transform your client's philanthropic journey
PRACTICE MANAGEMENT MAR 06, 2024
Deepen your knowledge of charitable strategies to transform your client's philanthropic journey

Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.

SmartAsset woos growth-focused advisors with new platform
FINTECH MAR 05, 2024
SmartAsset woos growth-focused advisors with new platform

Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.

Meeting remotely now OK for most clients, and advisors say it helps business
PRACTICE MANAGEMENT MAR 05, 2024
Meeting remotely now OK for most clients, and advisors say it helps business

Discouraged by traffic and comfortable in their homes, people are increasingly amenable to Zoom meetings, a survey finds.

HNW advisors see an edge in customized portfolios
PRACTICE MANAGEMENT MAR 04, 2024
HNW advisors see an edge in customized portfolios

Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.

Marshall Wealth Management Group has a new name for a new beginning
BROKER DEALERS MAR 04, 2024
Marshall Wealth Management Group has a new name for a new beginning

The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.

Onramp partnership opens door wider to crypto for advisors
ALTERNATIVES MAR 01, 2024
Onramp partnership opens door wider to crypto for advisors

The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.

LPL’s chief product officer to depart firm
FINTECH MAR 01, 2024
LPL’s chief product officer to depart firm

The executive responsible for broker-dealer’s tech and wealth offerings is leaving as part of broader organizational realignment.

Tech team-up aims to ease payment pain for advisors
FINTECH MAR 01, 2024
Tech team-up aims to ease payment pain for advisors

Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.

Financial fraud in the age of AI
OPINION FEB 29, 2024
Financial fraud in the age of AI

Advisors can differentiate themselves by helping clients better understand the new types of scams that technology has made possible and advising them on what to do to guard against financial fraud.

Boston wealth firm breaks new ground in portfolio personalization
BOLT-ONS FEB 29, 2024
Boston wealth firm breaks new ground in portfolio personalization

New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.

Tifin AG bolsters partnership with RBC’s US wealth arm
FINTECH FEB 28, 2024
Tifin AG bolsters partnership with RBC’s US wealth arm

Fintech program aims to help advisors get ahead of opportunities to grow assets using AI.

Fearless conversations with clients about divorce can change lives
PRACTICE MANAGEMENT FEB 28, 2024
Fearless conversations with clients about divorce can change lives

‘I want to help people figure out what the future looks like and make sure they're going to be OK,’ says advisor at Halbert Hargrove.

Cetera partnership promises 360-degree view of clients’ finances
FINTECH FEB 28, 2024
Cetera partnership promises 360-degree view of clients’ finances

Wealth giant says advisors will benefit from industry-leading data integration across brokerage, trust, and digital banking accounts.

How to hire new college grads and turn them into great advisors
OPINION FEB 28, 2024
How to hire new college grads and turn them into great advisors

Hiring workers fresh out of college doesn't come without challenges, but we've found that overcoming these challenges has been well worth it.

Time to break the silence on generational wealth: Edward Jones
PRACTICE MANAGEMENT FEB 27, 2024
Time to break the silence on generational wealth: Edward Jones

Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.

How do model portfolios improve the client experience?
PRACTICE MANAGEMENT FEB 27, 2024
How do model portfolios improve the client experience?

Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.

Orion, DPL join forces to offer commission-free annuities to advisors
RETIREMENT PLANNING FEB 27, 2024
Orion, DPL join forces to offer commission-free annuities to advisors

Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.

Veteran dealmaker Nesvold lands at Emigrant Bank
RIAS FEB 27, 2024
Veteran dealmaker Nesvold lands at Emigrant Bank

Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.