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Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership
FINTECH FEB 10, 2025
Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients better.

By Leo Almazora
How SageSpring Wealth Partners' next-gen strategy has fueled its success
RIAS FEB 10, 2025
How SageSpring Wealth Partners' next-gen strategy has fueled its success

President Jeff Dobyns unpacks the strategic power of mentorship, what makes an "ideal team player," and how the firm's 89 percent success rate has paid off for veteran advisors.

By Leo Almazora
Financial advisors react to the idea of 'parent money'
PRACTICE MANAGEMENT FEB 10, 2025
Financial advisors react to the idea of 'parent money'

A new article about baby boomers supporting their adult children has wealth managers buzzing.

By Gregg Greenberg
Altfest's president explains how advisors can use AI to their advantage
EQUITIES FEB 05, 2025
Altfest's president explains how advisors can use AI to their advantage

Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.

By Gregg Greenberg
How putting families first can help advisors retain next-gen clients
PRACTICE MANAGEMENT FEB 05, 2025
How putting families first can help advisors retain next-gen clients

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as they navigate multigenerational relationships.

By Leo Almazora
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets
RETIREMENT PLANNING FEB 05, 2025
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets

Collaboration boosts capabilities for client account management.

By Steve Randall
Navigating regulatory challenges in subscription services
OPINION FEB 04, 2025
Navigating regulatory challenges in subscription services

Offering subscription-based services can bring in additional revenue, but advisors must also keep state and federal regulators' compliance expectations in mind.

Why over a fourth of advisors are holding off on model portfolios
PRACTICE MANAGEMENT FEB 04, 2025
Why over a fourth of advisors are holding off on model portfolios

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

By Leo Almazora
Technology, personalization in focus for advisors amid wealth transfer risks
FINTECH FEB 04, 2025
Technology, personalization in focus for advisors amid wealth transfer risks

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

By Leo Almazora
Savvy Wealth, Nitrogen tap veterans for new growth strategies
RIAS FEB 04, 2025
Savvy Wealth, Nitrogen tap veterans for new growth strategies

The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their respective leadership teams.

By Leo Almazora
Silicon Valley special: Wealth managers weigh in on working with tech executives
EQUITIES FEB 04, 2025
Silicon Valley special: Wealth managers weigh in on working with tech executives

Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their experiences.

By Gregg Greenberg
iCapital forges alts platform partnership with Apollo
ALTERNATIVES FEB 03, 2025
iCapital forges alts platform partnership with Apollo

Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.

By Leo Almazora
Advisor AI startup Jump completes $20M Series A funding
FINTECH FEB 03, 2025
Advisor AI startup Jump completes $20M Series A funding

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.

By Leo Almazora
Advisor industry bands together for pass-through deduction parity
RIAS JAN 31, 2025
Advisor industry bands together for pass-through deduction parity

FSI, IAA, CFP Board, and other voices have coalesced to help even the playing field on taxes for independent financial professionals.

By Leo Almazora
Orion, Pontera strike new integration partnership
RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

By Leo Almazora
Advisors explain how to keep intra-family loans from fracturing relationships
PRACTICE MANAGEMENT JAN 30, 2025
Advisors explain how to keep intra-family loans from fracturing relationships

A new study shows how intra-family loans can be dicey, but financial advisors often get dragged in anyway.

By Gregg Greenberg
Why advisors may be falling short of clients' planning expectations
PRACTICE MANAGEMENT JAN 29, 2025
Why advisors may be falling short of clients' planning expectations

Cerulli research reveals over half of households value a written financial plan, but just 25 percent of advisor practices meet the standard for comprehensive planning.

By Leo Almazora
Taylor Matthews on what's behind Farther's rapid growth
PRACTICE MANAGEMENT JAN 29, 2025
Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

By Manal Ali
RIAs name their top technologies as Wall Street watches earnings, AI battle
PRACTICE MANAGEMENT JAN 27, 2025
RIAs name their top technologies as Wall Street watches earnings, AI battle

Wall Street analysts are focusing on earnings and AI this week. But RIAs never stop assessing new technologies.

By Gregg Greenberg
Despite market selloff DeepSeek won't deep-six the bulls, analysts say
EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

By Gregg Greenberg