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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.

Partnership announced that aims to transform RIA channel
FINTECH FEB 27, 2024
Partnership announced that aims to transform RIA channel

Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.

Net flows pose huge challenge for RIAs, advisor says
RIAS FEB 26, 2024
Net flows pose huge challenge for RIAs, advisor says

‘What are we going to do about organic growth when we can't hold on to the household of the primary relationship?’

Cetera sweetens advisor growth offering with industry-first guarantee
BROKER DEALERS FEB 26, 2024
Cetera sweetens advisor growth offering with industry-first guarantee

The broker-dealer giant is providing a money-back guarantee to newly affiliated advisors and firms.

Father-son team shares tips for business, relationship success
PRACTICE MANAGEMENT FEB 26, 2024
Father-son team shares tips for business, relationship success

UBS wealth manager Hannes Grascher was extremely careful when he brought his son Max onto his team.

Chicago RIA unveils partnership with iCapital
ALTERNATIVES FEB 24, 2024
Chicago RIA unveils partnership with iCapital

The collaboration will allow the firm to offer more alternative invesstments to clients.

$5B family office beefs up ultra-high-net-worth support service
RIAS FEB 24, 2024
$5B family office beefs up ultra-high-net-worth support service

Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.