Pontera’s alliance with the Atlanta-based wealth manager is the latest in a string of deals designed to give financial advisors the ability to manage client assets in held-away accounts.
Advocacy group Autism Speaks says that the cost of caring for a person with autism can run an estimated $1.4 million over the course of their lifetime.
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
The majority of advisors have some clients who are unprofitable or no longer a good fit for them.
According to InvestmentNews data, the top two destinations for advisors leaving Securian this year are LPL Financial and StanCorp Equities.
In an era of increasingly complex regulatory oversight and possibly the most aggressive SEC ever, breakaway RIAs are realizing that compliance is not something to be ignored.
Few companies have goals in place that would reduce their greenhouse gas emissions in line with Paris goals, according to MSCI.
Most clients believe AI will help their advisors, a Morgan Stanley report finds.
The Inflation Reduction Act gives clients many reasons to make their homes more energy-efficient or get an electric vehicle, now or later.
Research shows most new clients come directly from referrals from existing clients, yet most advisors are reluctant to ask for referrals.
Rising women advisors apply their mothers' and mothers-in-laws' advice to grow their careers.
Vestwell will provide a new record-keeping solution and help power Everyday 401(k), Chase’s workplace savings program for small businesses.
Investment advisors and brokerages shouldn't wait for final regulations to shore up their cyber defenses, experts say.
David DeVoe challenges the industry to refocus on organic growth, but not just for growth's sake.
Six firms and 15 individuals were recognized for their contributions at the event in New York City Wednesday.
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
New data on 17,000 companies is available using a methodology developed in conjunction with the UN Environment Programme.
Michelle Brennan Hall had been registered at FSC Securities since 1989.
The Compass Group advisors are joining DayMark Wealth Partners, a Cincinnati, Ohio-based RIA with $907 million in assets.
While the economics have to work for the owners and partners of the firm, they have to make sense for the next-gen advisors, too.
