Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's sake.
The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
The addition of Covenant Multifamily Offices expands Captrust's Texas footprint and adds $2.6 billion under management.
After a record-setting third quarter of 78 deals, Echelon Partners' data showed 2021 has already beaten last year's record for RIA transactions.
Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
Support from corporate executives and slick marketing is no match for rules and regulation when it comes to managing sustainable portfolios.
Research shows that investors in digital currencies also see inflation as a longer-term reality.
Christopher and Michelle Mackin are leveraging their love for the outdoors into a focused advisory practice.
Schroders report shows that American investors in particular now view performance as the best attribute of ESG strategies.
