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Braxton encourages RIAs to see investing in diversity as a business strategy
RIAS FEB 12, 2024
Braxton encourages RIAs to see investing in diversity as a business strategy

‘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.

Tifin AMP answers asset managers’ data challenges with new AI platform
FINTECH FEB 11, 2024
Tifin AMP answers asset managers’ data challenges with new AI platform

Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.

‘The fear of AI is overblown’
PRACTICE MANAGEMENT FEB 09, 2024
‘The fear of AI is overblown’

Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve

Blending tech expertise with passion for financial planning
PRACTICE MANAGEMENT FEB 09, 2024
Blending tech expertise with passion for financial planning

Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.

Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
FINTECH FEB 08, 2024
Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms

InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.

Marketing strategies that will help your firm grow
PRACTICE MANAGEMENT FEB 08, 2024
Marketing strategies that will help your firm grow

Advisors and experts weigh in on the different approaches advisors can take.

Raymond James ramps up advisor support with paraplanning service
BROKER DEALERS FEB 08, 2024
Raymond James ramps up advisor support with paraplanning service

The firm is rolling out two options for advisors who need help building financial plans.

Advisors spend average of $16K a year on marketing: Study
PRACTICE MANAGEMENT FEB 07, 2024
Advisors spend average of $16K a year on marketing: Study

Is marketing a luxury or an afterthought? Advisors and industry experts have their say.

Should advisors focus on goals-based investing or beating the market?
RETIREMENT PLANNING FEB 07, 2024
Should advisors focus on goals-based investing or beating the market?

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.

Mercer Advisors eyes tech-powered organic growth
RIAS FEB 07, 2024
Mercer Advisors eyes tech-powered organic growth

National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.

Wealthtech firms unveil strategic partnership
FINTECH FEB 06, 2024
Wealthtech firms unveil strategic partnership

Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.

Edward Jones paying for advisors' high-level credentials
BROKER DEALERS FEB 06, 2024
Edward Jones paying for advisors' high-level credentials

Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.

Advisor360 boasts productivity-boosting platform upgrades
FINTECH FEB 06, 2024
Advisor360 boasts productivity-boosting platform upgrades

An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.

New study shows advisors choosing SMAs over model portfolios
PRACTICE MANAGEMENT FEB 06, 2024
New study shows advisors choosing SMAs over model portfolios

Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.

More women embracing family CFO role – but still feel financially insecure
PRACTICE MANAGEMENT FEB 06, 2024
More women embracing family CFO role – but still feel financially insecure

Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.

Vanguard makes quiet AI bet with $13B in quant stock funds
FINTECH FEB 06, 2024
Vanguard makes quiet AI bet with $13B in quant stock funds

After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs

Latino roots at heart of financial planner’s message
PRACTICE MANAGEMENT FEB 06, 2024
Latino roots at heart of financial planner’s message

Childhood experiences still resonate for Louis Barajas who set out to ‘change the world’ in his community.

Want to win over the unadvised affluent? Try cost transparency
PRACTICE MANAGEMENT FEB 05, 2024
Want to win over the unadvised affluent? Try cost transparency

Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.

Empowering a diverse client base
PRACTICE MANAGEMENT FEB 05, 2024
Empowering a diverse client base

Advisor left Venezuela after the rise of President Hugo Chavez, quickly identifying a gap in the US financial planning space.

AI firm Tifin wades deeper into philanthropy space
FINTECH FEB 02, 2024
AI firm Tifin wades deeper into philanthropy space

Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition