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Planning for success: Five considerations for selling your RIA
OPINION SEP 18, 2024
Planning for success: Five considerations for selling your RIA

Advisors looking to sell their registered investment advisor should expect a long journey of preparation – starting from the very day the business is formed.

Blue Owl targets higher alts adoption with education platform
ALTERNATIVES SEP 18, 2024
Blue Owl targets higher alts adoption with education platform

The asset manager has launched a digital portal with webinars, portfolio construction resources, and other materials to help advisors and their clients invest in the private markets.

New Chatbot ETF promises to invest like Buffett, Druckenmiller
EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

ACA boosts compliance platform with e-comms upgrade
FINTECH SEP 18, 2024
ACA boosts compliance platform with e-comms upgrade

The latest enhancements to its archiving and search capabilities will help users as regulators stiffen their scrutiny around recordkeeping violations and off-channel communications.

How to address recuitment challenges in the financial services industry
PRACTICE MANAGEMENT SEP 18, 2024
How to address recuitment challenges in the financial services industry

Lindsey Lewis, of the American College Center for Women in Financial Services, highlights key factors for financial services companies to consider.

Advisors' hopes outweigh fears on AI adoption
FINTECH SEP 17, 2024
Advisors' hopes outweigh fears on AI adoption

Quarterly pulse survey uncovers sentiments around artificial intelligence, preferences on tech use, and the race for high-net-worth business.

BetaNXT takes on the data challenge with Snowflake-powered platform
FINTECH SEP 17, 2024
BetaNXT takes on the data challenge with Snowflake-powered platform

The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.

How small but mighty RIAs can take the fight to larger firms
RIAS SEP 16, 2024
How small but mighty RIAs can take the fight to larger firms

Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.

Lifting the lid on family focused firm’s core values
PRACTICE MANAGEMENT SEP 16, 2024
Lifting the lid on family focused firm’s core values

TFO Wealth Partners president talks successful wealth transfers and educating the next generation.

wealth.com eyes next growth phase with Series A raise
FINTECH SEP 16, 2024
wealth.com eyes next growth phase with Series A raise

The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.

Improve engagement by making clients feel smarter
PRACTICE MANAGEMENT SEP 13, 2024
Improve engagement by making clients feel smarter

Being "a chameleon" and using scales and metaphors also go a long way, advisors say.

Celebrating clients' net-worth milestones
PRACTICE MANAGEMENT SEP 13, 2024
Celebrating clients' net-worth milestones

George Acheampong, the founder of Melanin Money, has an ambitious goal – to reduce the racial wealth gap by $100 billion.

Authenticity leads to genuine connections
PRACTICE MANAGEMENT SEP 13, 2024
Authenticity leads to genuine connections

Josh Bannerman refuses to adopt a different persona online and has grown his practice through social media and engaging content.

BlackRock's 'surround sound' model
PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

Putting down business roots
PRACTICE MANAGEMENT SEP 13, 2024
Putting down business roots

Amy Irvine reflects on the challenges of starting her own business.

Sowell selects Tifin to supercharge client acquisition
FINTECH SEP 13, 2024
Sowell selects Tifin to supercharge client acquisition

Strengthening their years-long connection, the strategic partnership will give the Arkansas-based RIA access to fresh insights to drive asset growth.

Does more AI use mean more clients? Think again
FINTECH SEP 13, 2024
Does more AI use mean more clients? Think again

Experts warn that despite AI’s ability to scale, it doesn’t replace the human, emotional relationship with clients.

Going beyond DEI. How to 'Lead Bigger' by leveraging inclusion
PRACTICE MANAGEMENT SEP 13, 2024
Going beyond DEI. How to 'Lead Bigger' by leveraging inclusion

In her new book 'Lead Bigger,' former AT&T executive Ann Chow explains how today's leader can leverage inclusion to grow their business.

AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

Grieving clients need a patient and empathetic advisor
PRACTICE MANAGEMENT SEP 12, 2024
Grieving clients need a patient and empathetic advisor

Tricia Mulcare shares the touch points that work for her when a client loses a loved one.