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InvestCloud claims industry first with private-markets account offering
ALTERNATIVES DEC 19, 2024
InvestCloud claims industry first with private-markets account offering

The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve for private markets securities.

How advisors can help clients navigate a divorce during the holidays
RIAS DEC 19, 2024
How advisors can help clients navigate a divorce during the holidays

Divorce during the holidays is tough enough. Financial advisors can help their clients make it easier.

Tifin, Future Capital strike retirement plan advisory partnerships
RETIREMENT PLANNING DEC 18, 2024
Tifin, Future Capital strike retirement plan advisory partnerships

The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice

PE-backed Mariner taps Catchlight to rev up organic growth
FINTECH DEC 18, 2024
PE-backed Mariner taps Catchlight to rev up organic growth

The advisory giant supported by Neuberger Berman is tapping the AI-powered fintech's capabilities to boost digital marketing, partner referral, and prospecting efforts.

Why do advisors stumble when planning their exit?
PRACTICE MANAGEMENT DEC 18, 2024
Why do advisors stumble when planning their exit?

CEO of Stratos Wealth highlights common mistakes – and how to avoid them.

Alts tech platform Opto unveils goals-based private investing tool
ALTERNATIVES DEC 17, 2024
Alts tech platform Opto unveils goals-based private investing tool

The fintech firm for private market investments is helping firms and advisors build customized 'pacing plans' to reach target allocations based on customized model portfolios.

Snowden Lane unveils exit planning program for senior advisors
RIAS DEC 16, 2024
Snowden Lane unveils exit planning program for senior advisors

The independent RIA's new initiative helps retiring advisors monetize their practices while helping ensure a smooth handoff to the next generation.

Why advisors should prioritize next-gen planning
PRACTICE MANAGEMENT DEC 16, 2024
Why advisors should prioritize next-gen planning

"If the next gen can place themselves in the right firm and are patient enough, they're going to build a really nice business," one advisor said.

The 'Great Wealth Transfer' tailored for women
WOMEN ADVISOR COMMUNITY DEC 16, 2024
The 'Great Wealth Transfer' tailored for women

U.S. Bank executive explains how its approaching a monumental shift in wealth.

CAIS, Advyzon forge new alts partnerships
ALTERNATIVES DEC 16, 2024
CAIS, Advyzon forge new alts partnerships

The fintech firms' latest initiatives, announced separately, will give advisors additional diversification options and enhanced investing and reporting capabilities.

Start using AI now
FINTECH DEC 16, 2024
Start using AI now

It takes as little as 10 hours to become proficient at using generative AI, researchers say. Advisors who do that now will be at an advantage as the technology expands.

Getting ready for the future, today
OPINION DEC 16, 2024
Getting ready for the future, today

This is not a “hallucination”, AI is already here and shaping the ways we work and live

The case against the basis points tax for advisors
RIAS DEC 12, 2024
The case against the basis points tax for advisors

CEO says that the 'basis points tax' is killing firms’ bottom line.

SEI eyes UMH leadership with LifeYield acquisition
FINTECH DEC 11, 2024
SEI eyes UMH leadership with LifeYield acquisition

Deal for Boston-based tech provider opens the door for an industry-first solution with real-time unified managed household and tax capabilities for advisors.

Building client-centered practices with career changers
PRACTICE MANAGEMENT DEC 10, 2024
Building client-centered practices with career changers

Financial advisors who come to the profession later in life have experiences that can help them connect with clients, said the founder of a group that trains career changers.

How to 'Attract & Grow' assets through smarter sales techniques
LIFE INSURANCE AND ANNUITIES DEC 10, 2024
How to 'Attract & Grow' assets through smarter sales techniques

Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM.

AssetMark confirms ex-Carson Group leader Erin Wood as advanced planning architect
FINTECH DEC 10, 2024
AssetMark confirms ex-Carson Group leader Erin Wood as advanced planning architect

The leading TAMP provider is wading into the deeper end of financial planning with hopes to develop estate planning, retirement, and multi-generational wealth solutions.

Orion taps Envestnet vet Chris Shutler as head of strategy
FINTECH DEC 05, 2024
Orion taps Envestnet vet Chris Shutler as head of strategy

Meanwhile, Orion's former COO and wealth division president has emerged to become CEO of wealth technology consultancy firm F2 strategy.

CFA designation still in demand for hiring as fewer pursue it
RIAS DEC 04, 2024
CFA designation still in demand for hiring as fewer pursue it

The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.

Voya taps Orion for new advisor tech platform
FINTECH DEC 04, 2024
Voya taps Orion for new advisor tech platform

The new partnership promises a unified experience that integrates in-plan and retail solutions with financial planning and other capabilities for Voya's advisor business.