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Lack of numbers fuels lack of confidence
WOMEN ADVISOR COMMUNITY OCT 25, 2024
Lack of numbers fuels lack of confidence

Extra stress of being a minority, compounded by the “old boys’ club”, still hinders women advisors, says Women Advisor Summit speaker.

Technology driving tailored portfolio approach
PRACTICE MANAGEMENT OCT 25, 2024
Technology driving tailored portfolio approach

Data can be overwhelming unless you can prioritize, says Wealthspire Advisors VP.

Advisor aims to empower the working class
PRACTICE MANAGEMENT OCT 25, 2024
Advisor aims to empower the working class

"There's a world littered with educated derelicts — people who know a lot but can't put it into practice."

Hybrid portfolio approach hits sweet spot
PRACTICE MANAGEMENT OCT 25, 2024
Hybrid portfolio approach hits sweet spot

Multiple strategies form building blocks for families, says CIO.

Aligning client goals with life aspirations
PRACTICE MANAGEMENT OCT 25, 2024
Aligning client goals with life aspirations

How Cristina Livadary’s personal experiences shaped her philosophy as CEO at Mana Financial Life Design.

How advisors can fuel growth with client communication
OPINION OCT 24, 2024
How advisors can fuel growth with client communication

Having a well-defined marketing plan can help focus their strategies and tactics – but that's just the start.

intelliflo boosts platform with new wash sale rule feature
FINTECH OCT 24, 2024
intelliflo boosts platform with new wash sale rule feature

The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack platform update.

Wealth.com unveils partnership with Independent Advisor Alliance
FINTECH OCT 24, 2024
Wealth.com unveils partnership with Independent Advisor Alliance

The fintech provider is helping the $18B hybrid RIA maintain its growth momentum through its digital planning platform.

Register now for the Women to Watch Awards
WOMEN ADVISOR COMMUNITY OCT 23, 2024
Register now for the Women to Watch Awards

This year's awards will honor 54 movers and shakers across 11 categories.

Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches
PRACTICE MANAGEMENT OCT 22, 2024
Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches

Inside Schwab's franchise model: How Greg Grooms and Scott Parker built thriving practices

Investors' faith in financial plans is growing
PRACTICE MANAGEMENT OCT 22, 2024
Investors' faith in financial plans is growing

Increased demand for financial plans follows market volatility and growing array of complex investment vehicles, Cerulli says.

Vise, Advyzon ink partnerships to drive portfolio personalization
FINTECH OCT 22, 2024
Vise, Advyzon ink partnerships to drive portfolio personalization

The two wealth tech firms are ramping up efforts to help financial advisors deliver customized, tax-efficient portfolios at scale.

NAIFA bolsters support for advisor members with Practice Intel tie-up
FINTECH OCT 22, 2024
NAIFA bolsters support for advisor members with Practice Intel tie-up

The association's new strategic partnership aims to help growth-focused advisors with access to a data-based performance improvement platform.

Fintech firm PhilanthPro entices advisors with GiveTeam partnership
FINTECH OCT 22, 2024
Fintech firm PhilanthPro entices advisors with GiveTeam partnership

The philanthropic planning platform is offering advisors a win-win by getting acquainted with the platform while building client relationships.

'You broke my heart': Accountant allegedly swindled Pacino out of $50M
PRACTICE MANAGEMENT OCT 21, 2024
'You broke my heart': Accountant allegedly swindled Pacino out of $50M

Entertainment niche advisor says key to clients not becoming victims of fraud is the "separation of church and state."

OneVest unveils "game changer" wealth platform
FINTECH OCT 21, 2024
OneVest unveils "game changer" wealth platform

The wealth tech provider is looking to provide scale and personalization for financial institutions through a new no-code solution.

intelliflo redblack platform rides the wave of RIA M&A activity
RIAS OCT 18, 2024
intelliflo redblack platform rides the wave of RIA M&A activity

"RIAs want a preferred tech stack," says firm's president of Americas Jennifer Valdez.

What advisors tell clients amid endless data breaches
PRACTICE MANAGEMENT OCT 18, 2024
What advisors tell clients amid endless data breaches

Data breaches are so common it's helpful to act as if one's information is already widely available, one advisor warns.

CAIS announces new division to support advisors' alternative investment efforts
PRACTICE MANAGEMENT OCT 18, 2024
CAIS announces new division to support advisors' alternative investment efforts

The firm will offer customizable model portfolios, advisory services, and a portfolio construction tool as part of its latest alts offensive.

Sound Income Strategies makes SMA debut on Orion
FINTECH OCT 17, 2024
Sound Income Strategies makes SMA debut on Orion

The $3 billion RIA is making three of its income-focused strategies available to the fintech's TAMP users.