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AI-driven advanced planning solution joins forces with Orion
FINTECH DEC 19, 2023
AI-driven advanced planning solution joins forces with Orion

Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.

JPMorgan among winners as Latin American wealth flocks to Miami
PRACTICE MANAGEMENT DEC 19, 2023
JPMorgan among winners as Latin American wealth flocks to Miami

However, Morgan Stanley has been losing clients in city amid Federal Reserve review of its measures to prevent potential money laundering.

Top trends shaping advisor business growth in 2024
FINTECH DEC 19, 2023
Top trends shaping advisor business growth in 2024

Envestnet reveals what it believes will shape the industry in the coming year.

New tool enables certification of SEC Names Rule compliance
FINTECH DEC 19, 2023
New tool enables certification of SEC Names Rule compliance

Fintech says its solution provides greater scrutiny of ESG claims.

Advisors reveal top resolutions for 2024
PRACTICE MANAGEMENT DEC 18, 2023
Advisors reveal top resolutions for 2024

Bull market provides advisors with breathing room to improve their practices - and get those new year’s resolutions on record.

Even as financial firms slim down head count, hiring is growing in one area
PRACTICE MANAGEMENT DEC 18, 2023
Even as financial firms slim down head count, hiring is growing in one area

Hires reflect the increasingly competitive industry environment.

Students failing on fin lit, but advisors can help
PRACTICE MANAGEMENT DEC 15, 2023
Students failing on fin lit, but advisors can help

While nearly half of all states require financial education courses to be available, there are gaps.

Gen Xers will not retire comfortably, Schroders finds
RETIREMENT PLANNING DEC 14, 2023
Gen Xers will not retire comfortably, Schroders finds

Advisors say the age at which people retire and the definition of retirement are changing.

Envestnet exploring sale of Yodlee
FINTECH DEC 14, 2023
Envestnet exploring sale of Yodlee

The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.

Catchlight eases chase to catch prospects
FINTECH DEC 13, 2023
Catchlight eases chase to catch prospects

The AI-powered tool is helping advisors save time by assessing potential leads.

3 things to consider when selecting a niche
OPINION DEC 12, 2023
3 things to consider when selecting a niche

Devise a strategy to help you capture business from a market segment you want to serve.

Why TAMPs are ‘a powerful tool’ for advisors
TAMPS DEC 12, 2023
Why TAMPs are ‘a powerful tool’ for advisors

Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.

From engineering to financial services
PRACTICE MANAGEMENT DEC 12, 2023
From engineering to financial services

Advisor has made it his mission to help fellow immigrants navigate the financial landscape.

‘We decided not to be each other’s bosses’
PRACTICE MANAGEMENT DEC 12, 2023
‘We decided not to be each other’s bosses’

Husband-and-wife team explain how they built a successful practice … and stayed married.

Good planning means clients can live their own stories
PRACTICE MANAGEMENT DEC 12, 2023
Good planning means clients can live their own stories

Marguerita Cheng was taught a valuable financial lesson by her father – that planning is a way of showing love for others.

Private equity investors positive on AI, SEC's private funds rules
FINTECH DEC 12, 2023
Private equity investors positive on AI, SEC's private funds rules

LPs are using the technology more and also keen to invest in AI firms.

How recent tech trends are affecting wealth management
OPINION DEC 11, 2023
How recent tech trends are affecting wealth management

Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.

Your website may be great, but investors want an app, says JD Power
PRACTICE MANAGEMENT DEC 11, 2023
Your website may be great, but investors want an app, says JD Power

Digital channels are increasingly important for successful wealth managers.

Most people value a financial advisor; the challenge is signing them up
RETIREMENT PLANNING DEC 08, 2023
Most people value a financial advisor; the challenge is signing them up

Allianz study reveals substantial gap between aspiration and action.

Altruist helps advisors connect their tech with several powerful new integrations
FINTECH DEC 08, 2023
Altruist helps advisors connect their tech with several powerful new integrations

The aim is to make critical workflows simpler and streamlined.