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Sound Income Group sharpens brand focus with relaunched coaching division
RIAS SEP 04, 2024
Sound Income Group sharpens brand focus with relaunched coaching division

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.

Women's financial confidence lag their rise as family CFOs, finds Primerica
RETIREMENT PLANNING SEP 03, 2024
Women's financial confidence lag their rise as family CFOs, finds Primerica

Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors

AlphaTrAI taps industry veterans to leadership, exec advisory council
FINTECH AUG 30, 2024
AlphaTrAI taps industry veterans to leadership, exec advisory council

The tech-enabled solutions provider eyes its next growth phase with experienced leaders from Tudor, Putnam Investments, and Merrill Lynch.

Generative AI still too hot to handle, say investment firms
FINTECH AUG 29, 2024
Generative AI still too hot to handle, say investment firms

CFA Institute survey unpacks industry’s mixed views on artificial intelligence, and how the road to AI + HI is still paved with risk.

RegVerse boosts compliance support for RIAs with Avery platform update
FINTECH AUG 28, 2024
RegVerse boosts compliance support for RIAs with Avery platform update

The AI-powered regtech by Surge Ventures is raising its game with a new suite of efficiency-boosting workflow tools.

Mark Matson discusses investing, wealth management in new book
PRACTICE MANAGEMENT AUG 28, 2024
Mark Matson discusses investing, wealth management in new book

The RIA founder recounts his own journey in "Experiencing the American Dream" with an assist from actor Rob Lowe.

Showcasing and celebrating top-class honors with InvestmentNews Awards Employer of Choice winner Prudential
PRACTICE MANAGEMENT AUG 28, 2024
Showcasing and celebrating top-class honors with InvestmentNews Awards Employer of Choice winner Prudential

Prudential Advisors embeds best practices in creating an outstanding advisor experience.

What services do investors value most from advisors?
PRACTICE MANAGEMENT AUG 27, 2024
What services do investors value most from advisors?

New Morningstar report sheds light on highly ranked advisor attributes, and which tasks clients would pay top dollar for.

An M&A deal is like a marriage, you have to believe in it
PRACTICE MANAGEMENT AUG 27, 2024
An M&A deal is like a marriage, you have to believe in it

If M&A is the current "zeitgeist" of the industry, should advisors be taking part? Experts weigh in.

Gateway Financial Partners strikes fintech partnership with wealth.com
FINTECH AUG 27, 2024
Gateway Financial Partners strikes fintech partnership with wealth.com

The fast-growing hybrid RIA affiliated with LPL is building up its estate-planning capabilities through its latest wealth technology alliance.

Tips and tricks to enhance the client onboarding experience
PRACTICE MANAGEMENT AUG 25, 2024
Tips and tricks to enhance the client onboarding experience

Advisors share effective strategies that can help take the onboarding experience with clients to another level.

For most of America’s wealthiest, one advisor isn’t enough
PRACTICE MANAGEMENT AUG 23, 2024
For most of America’s wealthiest, one advisor isn’t enough

Vast majority of wealthy individuals have a financial advisor, with two thirds saying they need more than one to manage their affairs.

Clients want highly personalized service
PRACTICE MANAGEMENT AUG 22, 2024
Clients want highly personalized service

Business was named after the Roman goddess of chess, and advisor aims to help clients think 10 steps ahead.

AlphaTrAI advances wealth tech ambitions with Anchor acquisition
FINTECH AUG 22, 2024
AlphaTrAI advances wealth tech ambitions with Anchor acquisition

The deal blends the fintech provider’s AI sophistication with an established presence in the asset and wealth management industries.

Advisors offer suggestions for navigating the family office
PRACTICE MANAGEMENT AUG 21, 2024
Advisors offer suggestions for navigating the family office

Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.

Cardea reboots to Fourcore with backing from Nobel dynasty members
ALTERNATIVES AUG 21, 2024
Cardea reboots to Fourcore with backing from Nobel dynasty members

The firm has secured a $25M funding commitment to support its push to build a unique next-gen approach to asset management.

Former female Osaic recruiter ends discrimination complaint
BROKER DEALERS AUG 21, 2024
Former female Osaic recruiter ends discrimination complaint

Why is this firm losing senior female executives, questions industry source.

Generative AI promises time savings, better client experience
OPINION AUG 21, 2024
Generative AI promises time savings, better client experience

How to find the right technology fit for your practice to take your business to a new level.

Are you ready for the Great Wealth Transfer?
OPINION AUG 21, 2024
Are you ready for the Great Wealth Transfer?

Many financial professionals are not prepared for the unprecedented asset boom expected to benefit millennial women.

Equity partnership is a true partnership
RIAS AUG 21, 2024
Equity partnership is a true partnership

Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.