‘Financial management, especially in the medical field, is super valuable,' advisor says.
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Aaron Klein brings two decades of experience to wealthtech consultancy.
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Firm ownership and flexibility in the workplace among strategies advisors may want to consider to retain key talent.
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
With less time to rebuild their nest egg, weather volatile markets, or work longer, older couples are at financial risk and need expert advice.
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs.
If an advisor greatly discounts or gives away his services, clients will discount that advice as well.
The proof of concept could accelerate blockchain tech on Wall Street.
