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Future Capital strikes 401(k) data tie-up with SS&C
FINTECH NOV 12, 2024
Future Capital strikes 401(k) data tie-up with SS&C

The tech-driven RIA's new collaboration will give over 2,700 wealth firms a direct path to manage client assets held away in workplace retirement accounts.

Like the military, ‘plan for the unexpected’
PRACTICE MANAGEMENT NOV 11, 2024
Like the military, ‘plan for the unexpected’

Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.

The 2024 InvestmentNews Women to Watch winners revealed
WOMEN ADVISOR COMMUNITY NOV 07, 2024
The 2024 InvestmentNews Women to Watch winners revealed

Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.

Millennials more likely to seek stock gains through index funds
EQUITIES NOV 06, 2024
Millennials more likely to seek stock gains through index funds

Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.

Trump wins… now what? Women advisors on calming clients and steering strategy
WOMEN ADVISOR COMMUNITY NOV 06, 2024
Trump wins… now what? Women advisors on calming clients and steering strategy

The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.

Over half of clients don’t want to fire their advisor
PRACTICE MANAGEMENT NOV 04, 2024
Over half of clients don’t want to fire their advisor

Fifty-two percent of investors have only ever had a relationship with one advisor, a survey from Dynasty Financial Partners found. "Clients are the advisor's employer," one advisor said.

Are financial firms exposing themselves to AI compliance risks?
FINTECH NOV 04, 2024
Are financial firms exposing themselves to AI compliance risks?

Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.

Envestnet extends integration network with Axos Clearing and Pontera
FINTECH NOV 04, 2024
Envestnet extends integration network with Axos Clearing and Pontera

The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.

Why requesting referrals for business growth is "a terrible idea"
PRACTICE MANAGEMENT NOV 01, 2024
Why requesting referrals for business growth is "a terrible idea"

Advisors argue that there are other means to drive growth than requesting referrals.

Flourish bolsters RIA support with Salesforce integration
FINTECH NOV 01, 2024
Flourish bolsters RIA support with Salesforce integration

The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.

Credent opens partnership onramp for advisors with TAMP rollout
RIAS OCT 31, 2024
Credent opens partnership onramp for advisors with TAMP rollout

Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.

What sets high-performing RIAs apart? Healthy growth, says Fidelity
RIAS OCT 31, 2024
What sets high-performing RIAs apart? Healthy growth, says Fidelity

Annual benchmarking study highlights how a disciplined organic approach, including cost controls and clear client segmentation, put high performers on a sustainable pace.

What role do commissions now play for advisors?
PRACTICE MANAGEMENT OCT 31, 2024
What role do commissions now play for advisors?

InvestmentNews survey highlights almost half of advisors continue to be compensated by commissions despite model often being publicly denounced.

RightCapital and MaxMyInterest forge data integration partnership
FINTECH OCT 30, 2024
RightCapital and MaxMyInterest forge data integration partnership

The strategic collaboration will enable certain RightCapital advisor users to get a more complete view of their clients' financial picture.

Wealth tech firm Amplify adds $2B Kingswood to platform
FINTECH OCT 30, 2024
Wealth tech firm Amplify adds $2B Kingswood to platform

The fintech provider will provide digital onboarding, reporting, and trading capabilities to drive the independent wealth firm's growth.

iCapital seals deal to scoop up AltExchange
ALTERNATIVES OCT 30, 2024
iCapital seals deal to scoop up AltExchange

The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.

These states have the best 529 college savings plans, Morningstar says
PRACTICE MANAGEMENT OCT 29, 2024
These states have the best 529 college savings plans, Morningstar says

Costs have come down, investment options have gotten better, and stewardship by states over 529 college savings programs has improved, says ratings firm.

CAIA expands UniFi learning platform with PE microcredential
ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

RISR-Citadel partnership boosts support for business owner advisors
FINTECH OCT 28, 2024
RISR-Citadel partnership boosts support for business owner advisors

The fledgling fintech firm expands its platform in the Greater Philadelphia area as it makes two key additions to its leadership.

Robinhood wades into event trading with Harris and Trump contracts
ALTERNATIVES OCT 28, 2024
Robinhood wades into event trading with Harris and Trump contracts

The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.