Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours per week.
The firm's newly appointed regional leader, part of its latest addition in Philadelphia, will spearhead its expansion in the East Coast.
The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.
The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.
The broker-dealer giant's latest breakaway additions in San Diego, California are joining an existing team while opening a new office location.
The tech-driven RIA's new collaboration will give over 2,700 wealth firms a direct path to manage client assets held away in workplace retirement accounts.
The yellow metal has dipped to a near-two month low amid a spike in bond yields, a more bullish economic outlook, and a wider post-election pivot.
Strable will be the first woman to hold the role at the $20 billion recordkeeping giant, following Dan Houston's decade-long tenure of leadership.
The independent broker-dealer's latest partner firm, formerly with Cadaret Grant and its acquirer LPL, expects substantial benefits as it streamlines its operations.
The national RIA's latest acquisitions add to its capabilities in the Colorado and Minnesota wealth markets.
