Focus Partners Wealth’s Jeffrey Levine says a Democratic House or Senate would make new legislation on Trump Accounts much harder to pass
Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.
Consolidators handled 53% of deals through September as smaller sellers stalled amid market volatility, DeVoe & Company finds.
Shook Research has a new name and brand, Veritant, and will continue its coveted rankings of financial advisors.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
