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$37B RIA Beacon Pointe gets bigger with bicoastal deals
RIAS OCT 01, 2024
$37B RIA Beacon Pointe gets bigger with bicoastal deals

The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.

Wealth managers discuss their hiring needs
PRACTICE MANAGEMENT SEP 30, 2024
Wealth managers discuss their hiring needs

As the market awaits the release of the September jobs report, financial advisors weigh in on Wall Street's employment woes.

Are advisors falling short on tax planning strategies?
PRACTICE MANAGEMENT SEP 30, 2024
Are advisors falling short on tax planning strategies?

A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.

Altruist rolls out modern fixed-income trading tool for RIAs
RIAS SEP 30, 2024
Altruist rolls out modern fixed-income trading tool for RIAs

The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.

Building trust has been key to exponential growth
PRACTICE MANAGEMENT SEP 27, 2024
Building trust has been key to exponential growth

Commitment to transparency, which was vital during the financial crisis, has propelled firm’s success.

Fiduciary duty informs everything we do, says retirement specialist
PRACTICE MANAGEMENT SEP 27, 2024
Fiduciary duty informs everything we do, says retirement specialist

Advisor's process is designed to ensure everything from due diligence to fiduciary liability insurance is properly in place.

Wealth tech firm RISR strikes partnership with GVA
RIAS SEP 27, 2024
Wealth tech firm RISR strikes partnership with GVA

The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.

Is your client selling their business? Dynasty Financial study digs into exits and advisors
RETIREMENT PLANNING SEP 26, 2024
Is your client selling their business? Dynasty Financial study digs into exits and advisors

A trio of advisors discuss their replies to a new survey on business sales by Dynasty Financial.

Younger HNWIs love AI – and they want advisors on board
FINTECH SEP 25, 2024
Younger HNWIs love AI – and they want advisors on board

Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters.

Asset-allocation model portfolios poised to become a $2.9T business by 2026
PRACTICE MANAGEMENT SEP 25, 2024
Asset-allocation model portfolios poised to become a $2.9T business by 2026

Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli.

Envestnet shareholders OK Bain Capital acquisition
FINTECH SEP 25, 2024
Envestnet shareholders OK Bain Capital acquisition

The deal to take the $6.2T wealth tech platform private is pushing through with virtually unanimous approval.

Fintech startup Yayati adds industry cred with AssetMark alum Jerry Chafkin
ALTERNATIVES SEP 24, 2024
Fintech startup Yayati adds industry cred with AssetMark alum Jerry Chafkin

The wealth tech firm expects its latest C-suite addition to lead its charge to boost adoption of option-based strategies in clients' portfolios.

AmeriFlex cuts out matchmakers with new advisor transition marketplace
PRACTICE MANAGEMENT SEP 24, 2024
AmeriFlex cuts out matchmakers with new advisor transition marketplace

The hybrid RIA's new platform takes a page from the Uber model, with 200 qualified buyers to start off its national rollout.

AI chatbot gets green light to give buy, sell investment advice
FINTECH SEP 24, 2024
AI chatbot gets green light to give buy, sell investment advice

The move marks a milestone for generative AI even as SEC Commissioner Gary Gensler warns of a future crisis in the making from the still-evolving technology.

College for Financial Planning rolls out fiduciary training program
PRACTICE MANAGEMENT SEP 23, 2024
College for Financial Planning rolls out fiduciary training program

The advisor education provider is adding a top-ranked certification to its platform through a new strategic partnership.

Vestwell extends Commonwealth alliance with exclusive PEP partnership
RETIREMENT PLANNING SEP 20, 2024
Vestwell extends Commonwealth alliance with exclusive PEP partnership

The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.

Model portfolio assets hit $6.6T milestone in Q2: Broadridge
PRACTICE MANAGEMENT SEP 19, 2024
Model portfolio assets hit $6.6T milestone in Q2: Broadridge

Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.

Pontera deepens advice access in 401(k) plans with 401GO
RETIREMENT PLANNING SEP 19, 2024
Pontera deepens advice access in 401(k) plans with 401GO

The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.

Younger planners more willing to adapt to client needs
PRACTICE MANAGEMENT SEP 19, 2024
Younger planners more willing to adapt to client needs

Industry has slowly evolved into less tangible aspects, says advisor after FPA report.

Wealth Enhancement Group charging some new clients more for consulting
RIAS SEP 18, 2024
Wealth Enhancement Group charging some new clients more for consulting

Decision comes at a time when financial advice industry is facing pressure to offer clients more services at a better price.