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Former female Osaic recruiter ends discrimination complaint
BROKER DEALERS AUG 21, 2024
Former female Osaic recruiter ends discrimination complaint

Why is this firm losing senior female executives, questions industry source.

Generative AI promises time savings, better client experience
OPINION AUG 21, 2024
Generative AI promises time savings, better client experience

How to find the right technology fit for your practice to take your business to a new level.

Are you ready for the Great Wealth Transfer?
OPINION AUG 21, 2024
Are you ready for the Great Wealth Transfer?

Many financial professionals are not prepared for the unprecedented asset boom expected to benefit millennial women.

Equity partnership is a true partnership
RIAS AUG 21, 2024
Equity partnership is a true partnership

Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.

How opera singer found her voice
PRACTICE MANAGEMENT AUG 21, 2024
How opera singer found her voice

In a route less-traveled, Tiffany Soricelli swapped the stage for finance, and has carved out a rewarding niche helping artists and musicians.

MassMutual continues to build out its alts shelf
ALTERNATIVES AUG 20, 2024
MassMutual continues to build out its alts shelf

The firm’s latest partnership expands on its efforts to give advisors at its IBD unit a more diversified investment menu.

TradePMR boosts tech bench with veteran hires
FINTECH AUG 20, 2024
TradePMR boosts tech bench with veteran hires

The fintech firm has tapped leaders from Schwab, Apex, and Goldman Sachs as it looks to evolve a platform for independent advisors.

Could annuities help anchor long-term client relationships?
LIFE INSURANCE AND ANNUITIES AUG 19, 2024
Could annuities help anchor long-term client relationships?

Survey findings suggest financial advisors could unlock organic growth opportunities as annuities attract new buyers.

When ‘enough’ is enough
PRACTICE MANAGEMENT AUG 19, 2024
When ‘enough’ is enough

Advisors who have set limits on how many clients they work with tell InvestmentNews about the benefits and drawbacks of capping the size of their businesses.

Three things to get right to attract HNW clients
OPINION AUG 19, 2024
Three things to get right to attract HNW clients

Moving upstream and gaining more decamillionaires requires a different value proposition compared to simply running a successful wealth management firm.

Nitrogen supercharges platform with summer 2024 releases
FINTECH AUG 19, 2024
Nitrogen supercharges platform with summer 2024 releases

The wealth tech provider revealed enhancements to its financial planning, risk assessment, and investment analytics modules, among other updates.

eMoney takes aim at RIAs’ data fragmentation frustrations
FINTECH AUG 16, 2024
eMoney takes aim at RIAs’ data fragmentation frustrations

The financial planning software provider owned by Fidelity has added a data-syncing and integration boost to one of its key programs.

Estate wealth tech platform Vanilla gets a boost from Edward Jones
FINTECH AUG 15, 2024
Estate wealth tech platform Vanilla gets a boost from Edward Jones

The fintech provider’s latest funding round, which also includes Alumni Ventures and Vanguard, will support its continued growth and AI push.

Opto and Conway team up for private-market partnership
FINTECH AUG 15, 2024
Opto and Conway team up for private-market partnership

The two TAMPs are collaborating to give RIAs customized and easier access to private equity, venture capital, real estate, and private credit.

Three-quarters of advisors flag compliance as a top tech challenge
PRACTICE MANAGEMENT AUG 14, 2024
Three-quarters of advisors flag compliance as a top tech challenge

New report runs through advisors’ tech pain points including fragmentation, lack of training, and finding time to learn new systems.

Snappy Kraken expands ambitions to bigger RIA businesses
FINTECH AUG 14, 2024
Snappy Kraken expands ambitions to bigger RIA businesses

Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.

Advisor leaves RayJay, going indy with $1B AUM
RIAS AUG 13, 2024
Advisor leaves RayJay, going indy with $1B AUM

Travis Alexander started his firm in 2016, and it became one of the top revenue producers at Raymond James.

Advisors add up the cost of inflation
PRACTICE MANAGEMENT AUG 13, 2024
Advisors add up the cost of inflation

Wealth managers consider the costs of their own practices as the market reacts to inflation reports.

Advyzon and Innovayte unveil next-generation investment platform
FINTECH AUG 13, 2024
Advyzon and Innovayte unveil next-generation investment platform

The fintech firms’ new platform aims to help RIAs address UNW clients’ needs with advanced portfolio rebalancing, SMA capabilities, and more.

Helping fellow Olympians secure their financial futures
WOMEN ADVISOR COMMUNITY AUG 13, 2024
Helping fellow Olympians secure their financial futures

Four-time Olympian-turned financial planner Lauryn Williams says professional athletes often take on significant debt with few income opportunities.