“Culture and strategy aren’t separate for us; they’re the same thing,” Prospera president Tarah Williams said.
Newly independent Intellebox.ai aims to unify client engagement, workflow automation, and compliance for advisory firms through artificial intelligence.
A closer look at how Concentric's lot-level precision and tax optimization are changing the math on customization.
Under a newly created position, Leshinsky will lead Cresset’s national strategy for attracting top advisory teams as the firm expands its executive ranks and surpasses $78 billion in assets.
At the sixth annual Women to Watch Awards, female financial leaders celebrated progress and shared experiences and highlighted how women increasingly shape wealth management.
Former $6B managing directors Cleary and Devine's two-decade partnership drives 71 West Capital Partners.
Co-founder and CTO talks about discipline, mission, and the future of high-stakes tech.
Brad Losson steps into key leadership role as Schwab emphasizes continuity and support for independent advisors.
New study shows most adult kids feel ready for inheritance while parents stay silent on wealth plans.
Looking to 2026, Envestnet aims to deliver a more unified and scalable technology experience, according to Envestnet's chief relationship officer, Andrew Stavaridis.
Firm aims to turn short-lived earnings windows into long-term financial staying power for pros and student-athletes.
With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic alliances to deliver comprehensive tax and financial solutions.
From C-level leaders to founders and elite advisors, this year's hot list winners are successfully navigating turbulence and waves of change shaping the wealth industry.
Creative Planning's subsidiary United Capital has also landed a $4 billion planning firm, while a $1 billion-plus firm joins LA-headquartered Lido Advisors in the East Coast.
Nominate the top planners delivering exceptional results and client success.
Service members-turned-advisors sound off on how unique benefits, military discipline, and cultural challenges shape the financial lives of veterans and their families.
The former Bloomberg Intelligence analyst is the latest top appointment at the $29 billion RIA, following its recently promoted CIO and deputy CIO leaders.
The newly formed $580 billion RIA giant expands its footprint in the Tri-State area, acquiring a boutique firm focused on personalized financial planning.
Cerulli research finds billion-dollar RIAs shifting focus from M&A to organic growth, with referrals and data projects taking center stage.
The Atlanta-based RIA's latest hire is stepping into the newly created C-level position from Compound Planning, where he served for just over a year.
