The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
Firms are finding it hard to hire the professionals they need amid rising complexity.
Firms are bolstering their platforms ahead of faster settlements.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
Advisors and experts weigh in on the different approaches advisors can take.
The firm is rolling out two options for advisors who need help building financial plans.
Is marketing a luxury or an afterthought? Advisors and industry experts have their say.
Goals-based investing is "what happens when you take an investment process and build it for mom, but not necessarily for mom’s pension plan," CIO says.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.
