Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.
But that doesn't mean the contentiousness between the two is over.
With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
Advisors have had to choose between generic and advisor-specific AI tools, but with only a 20% market saturation, there is room for Wealthbox and others to shift the competitive landscape.
Steve Cassaday, of Cassaday & Company, says being independent is not just about autonomy, it's about being nimble.
The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.
The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.
Editorial: InvestmentNews salutes the still-sharp 94-year-old, who has become the touchpoint for so many advisors.
Understanding how portfolio pain hits primitive centers of the brain can help advisors become better psychological coaches.
Wells Fargo's latest arrivals, including a seasoned veteran from UBS and Morgan Stanley, strengthen its presence in Ohio and New Jersey.
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.
The giant broker-dealer network and Jim Nagengast, the former CEO of one of its biggest firms, are duking it out in public over compensation.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
Amid a record pace of downsizing in 2025 so far, SVP and financial planning expert sheds light on key considerations for clients after a sudden layoff.
Digital study platform aims to improve CFP exam readiness with personalized tools and real-time feedback.
Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.
Draft legislation filed Sunday night, projected to save the government more than $900 billion, would cost millions of people health insurance coverage within a decade.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
