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Fintech firms wealth.com, Vanilla announce key updates
FINTECH JAN 24, 2025
Fintech firms wealth.com, Vanilla announce key updates

The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.

By Leo Almazora
Poll reveals trust trumps performance in investor-advisor relationships
PRACTICE MANAGEMENT JAN 22, 2025
Poll reveals trust trumps performance in investor-advisor relationships

Survey of 1,000 US investors shows how financial goals, accurate communications, and other elements can make – or break – connections.

By Leo Almazora
How the California wildfires have sparked charitable conversations
PRACTICE MANAGEMENT JAN 22, 2025
How the California wildfires have sparked charitable conversations

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.

By Leo Almazora
LPL doubles down on advisor growth with digital platform boost
FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

By Leo Almazora
It’s a seller’s market for RIAs in 2025, report says
RIAS JAN 21, 2025
It’s a seller’s market for RIAs in 2025, report says

Private equity money is contributing to the good times for RIA owners.

By Bruce Kelly
Envestnet taps tech veteran Chris Todd as new CEO
FINTECH JAN 21, 2025
Envestnet taps tech veteran Chris Todd as new CEO

The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.

By Leo Almazora
SEC rules RIAs need to keep in mind in 2025
PRACTICE MANAGEMENT JAN 21, 2025
SEC rules RIAs need to keep in mind in 2025

Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.

By Gregg Greenberg
AI insights survey exposes split between RIAs and enterprise advisors
RIAS JAN 17, 2025
AI insights survey exposes split between RIAs and enterprise advisors

Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.

By Leo Almazora
Referrals may not be the practice builders they once were
PRACTICE MANAGEMENT JAN 17, 2025
Referrals may not be the practice builders they once were

Younger generations are increasingly hiring advisors based on digital marketing rather than referrals, a recent study found.

By Gregg Greenberg
iCapital targets KYC, AML with deal for 'passport' tech provider
FINTECH JAN 16, 2025
iCapital targets KYC, AML with deal for 'passport' tech provider

The alts platform giant plans to help smooth onboarding and compliance for wealth advisors with a new digital identity solution.

By Leo Almazora
Retiring wealth managers keeping M&A market hot, study shows
PRACTICE MANAGEMENT JAN 15, 2025
Retiring wealth managers keeping M&A market hot, study shows

A massive retirement wave is hitting the financial advisor industry and that's causing RIA valuations, and anxiety, to rise.

By Gregg Greenberg
John Hancock goes for startup 401(k)s in deal with Vestwell
RETIREMENT PLANNING JAN 14, 2025
John Hancock goes for startup 401(k)s in deal with Vestwell

With small 401(k)s launching at a fast rate across the country, the company sees a lot of business potential, particularly through financial advisors.

By Emile Hallez
What advisors and wealth firms should know about AI in 2025
FINTECH JAN 14, 2025
What advisors and wealth firms should know about AI in 2025

As cautious optimism builds around generative AI, the industry must take a more strategic approach to adoption, the head of client and advisor digital enablement at Broadridge said.

By Leo Almazora
Robinhood fined $45M for multiple violations of securities law
FINTECH JAN 14, 2025
Robinhood fined $45M for multiple violations of securities law

SEC says 10 separate provisions of the law were violated by two firms.

By Steve Randall
AI powers new tech for advisors to manage tax, research and more
FINTECH JAN 14, 2025
AI powers new tech for advisors to manage tax, research and more

FP Alpha and Morningstar provide fresh options to boost productivity.

By Steve Randall
InvestCloud, WealthFeed lock in new partners
FINTECH JAN 10, 2025
InvestCloud, WealthFeed lock in new partners

The wealth tech firms are expanding their respective networks with their first strategic partnerships for 2025.

By Leo Almazora
Wealth managers planning to add to ranks in 2025
PRACTICE MANAGEMENT JAN 10, 2025
Wealth managers planning to add to ranks in 2025

America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.

By Gregg Greenberg
Pontera lands another 401(k) partnership with Hightower Advisors
RETIREMENT PLANNING JAN 07, 2025
Pontera lands another 401(k) partnership with Hightower Advisors

The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.

By Leo Almazora
Envestnet's Anur reprises COO role at rival fintech Orion
FINTECH JAN 07, 2025
Envestnet's Anur reprises COO role at rival fintech Orion

The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.

By Leo Almazora
How can advisors ‘elevate’ the client experience?
PRACTICE MANAGEMENT JAN 03, 2025
How can advisors ‘elevate’ the client experience?

"Any of the client experiences beyond regular meetings should be complimentary of roles that the advisors are taking in our client’s lives."

By Josh Welsh