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.
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
“Transformational” combination will see Adam Birenbaum lead a wealth giant with nearly 1,200 employees across more than 90 locations.
The Biden administration has cancelled $6.1B worth of loans for 317,000 Americans who were deceived by the Art Institutes.
