Eight of the 11 acquisitions Captrust did last year involved wealth management firms, a trend that Rush Benton says will continue.
Merrill Lynch, an industry bellwether, reports a host of new highs in 2021, ranging from revenue to assets and net new ultra-high-net-worth clients.
The announcement is the culmination of a multiyear initiative to modernize Junxure after its acquisition in 2018. The upgraded system will continue to be offered as a stand-alone product, priced per user.
Ex-broker Perry Santillo also must pay $103 million in restitution.
Incedo’s implementation efforts will help Skience’s platform reach more registered investment advisers.
The investment bank shelled out an additional $4.4 billion in comp last year alone, for a total of more than $17.7 billion for the year, sending the bank to its only quarterly profit decline of 2021.
The bank's wealth management group also started 2022 in hiring mode, reporting this month that it had recruited two longtime Merrill advisers in New York.
One way we decide which new technologies to implement (or at least consider) is by asking our clients to provide detailed feedback on communications every other year.
Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.
Onyx Advisor Network is a new platform designed to support underrepresented advisers by providing them with resources, tools, and networking. The founders, Dasarte Yarnway and Emlen Miles-Mattingly, discussed their plans for the platform and their vision of how to diversify the industry in an InvestmentNews livestream.
The speech, delivered the day before he was killed, encourages listeners to fight against socioeconomic injustices and inequality.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Matthew Clason was registered with Lincoln Financial Advisors until 2016, when he moved his registration to LPL Financial.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
