With fresh funding, the startup catering to financial advisors is offering new courses geared towards women and NextGen investors.
The NFP affiliate firm announces industry veteran in a planned succession as its leader of nearly 20 years steps down.
The company’s share price slumped after the federal regulator revealed charges of “massive fraud” against its auditing firm, leading to $14M in penalties.
Inaugural M&A research reveals which wealth firm segment looks sweetest for dealmakers, aggregators, lenders, and consultants.
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.
The breakaway advisor with 20 years of industry experience is launching his own practice for business owners and high-net-worth individuals.
The two breakaway advisors are launching their own independent practice after managing a book of $240M at Ameriprise.
Fidelity research reveals multigenerational focus and hands-on stance on finances among Asian Americans and Pacific Islanders.
