The fintech provider is helping a national independent broker dealer and RIA drive its next phase of growth with a host of advisor tools.
Advising high-net-worth families and individuals, the two veterans are breaking away from the wirehouse giant to join the $2.5B independent.
Serving multigenerational clients, the three former Janney Montgomery Scott advisors in Connecticut include a 46-year industry veteran.
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
The high-net-worth RIA has added $321M to its network with the addition of a women-owned and operated practice in Colorado.
