Advisor360, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that detects, enriches and batches new-account documents submitted by financial advisers.
Called Automated Document Bundling, the upgrade allows broker-dealers to complete new-account case volumes faster by reducing the number of cases and enriching information across multiple documents, decreasing processing times and room for human error, the company said in a release.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
A survey reveals seven in 10 expect it to be a source of income, while most non-retired respondents worry about its continued sustainability.
AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.
The RIA's addition in Dallas, previously with Raymond James, comes just as the take-private deal between Corient's parent firm in Canada and Mubadala Capital comes to completion.
LPL's head of HNW planning says too many advisors are making a common mistake.
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
