New Escalent research shows younger advisors are driving a shift away from self-built portfolios toward technology-enabled solutions.
A CFP with 27 years of experience joins Baird's Chandler office, the latest in a string of advisor additions fueling the firm's Southwest growth.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
The AI-driven RIA has doubled its advisor base to over 150 this year and is on pace to top $100M in annual recurring revenue
New trading tools let advisors execute and rebalance client portfolios directly, while firms retain permission-based control.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income