The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.
The new AI workspace rollout promises to automate the full advisor workflow just as third-party tools wage a turf war for central control of wealth firms' tech stacks.
Meanwhile, Dynasty partner RIA SageSpring adds five advisors to its equity ownership stack, and NewEdge Wealth continues its expansion in Nashville.
New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.
Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager private markets solution.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
The Kansas-based RIA has added an SBL solution for its 500 advisors, expanding beyond investments to address client liquidity needs
With $34 trillion in wealth projected to be controlled by women by 2030, these female advisors are building practices that will define the American wealth industry's next chapter.
A new student survey from FP Transitions and the FinServ Foundation reveals eager, career-ready talent are waiting at the door — but firms risk losing them before they begin.
Fidelity adds ETF share options to three existing mutual fund strategies, joining a fast-moving industry shift after SEC cleared the way.
