The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.
"There's no better way than having true financial alignment through equity partnership," one CEO said.
The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.
The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.
Dr. Carolyn McClanahan, the 2024 InvestmentNews Women to Watch Lifetime Achievement recipient, has forged a stellar reputation educating people at the intersections of health and finance.
The wealth tech firm says new COO will be "invaluable" in addressing firm's rising demand for next-generation portals and AI functionality.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
Wealth managers weigh in on trends in charitable giving this holiday season.
The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.
Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours per week.
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.
Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.
Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.
Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.
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.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.
