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Robinhood has answered SEC's crypto warning
ALTERNATIVES AUG 08, 2024
Robinhood has answered SEC's crypto warning

The retail fintech's CEO says it has filed a "high-quality" response to the regulator's query as it beat earnings expectations.

Private Advisor Group teams up with succession tech platform
RIAS AUG 08, 2024
Private Advisor Group teams up with succession tech platform

The $31.5B RIA and New Jersey-based branch office is helping its advisor community navigate the journey of continuity and succession planning.

Why firms must invest in their rookie advisors' success
PRACTICE MANAGEMENT AUG 07, 2024
Why firms must invest in their rookie advisors' success

With nearly two-fifths of advisors set to retire in 10 years, the industry has to help new advisors address a key challenge, says Cerulli.

The problem is finding new clients not new advisors
PRACTICE MANAGEMENT AUG 06, 2024
The problem is finding new clients not new advisors

"It's not just about the numbers, it's about getting to know advisors and their motivations."

YieldStreet founder Milind Mehere takes a seat at Advisor360
FINTECH AUG 06, 2024
YieldStreet founder Milind Mehere takes a seat at Advisor360

The serial technopreneur is joining as the newest member of the enterprise wealth tech firm’s board of directors.

Investors frustrated as failures plague brokerage platforms
FINTECH AUG 05, 2024
Investors frustrated as failures plague brokerage platforms

Schwab and Fidelity users vent on social media as thousands report issues with accessing their accounts.

Growing and hiring is better than shrinking and firing
PRACTICE MANAGEMENT AUG 02, 2024
Growing and hiring is better than shrinking and firing

Consistency is vital when it comes to client outreach, says CEO.

Maintaining fiduciary standard in a changing world
PRACTICE MANAGEMENT AUG 02, 2024
Maintaining fiduciary standard in a changing world

Financial planner on client communication, compliant text messaging, and cybersecurity mandates.

Giving medical clients the correct financial diagnosis
PRACTICE MANAGEMENT AUG 02, 2024
Giving medical clients the correct financial diagnosis

Mountains of debt, delayed earning curve, and poor psychological health are common challenges in demanding profession.

AI will only elevate the human touch, says Orion CEO
FINTECH AUG 02, 2024
AI will only elevate the human touch, says Orion CEO

Natalie Wolfsen talks advisor input, AI, and the arrival of Gen Z.

eMoney revamps advisor UX with Decision Center updates
FINTECH AUG 02, 2024
eMoney revamps advisor UX with Decision Center updates

Fidelity's financial planning fintech has rolled out a slew of updates to empower greater collaboration between advisors and their clients.

PreciseFP and Holistiplan link up to smooth advisors’ tax-data trifles
FINTECH AUG 01, 2024
PreciseFP and Holistiplan link up to smooth advisors’ tax-data trifles

The new fintech integration aims to streamline the data collection process for tax planning-focused advisors.

Don't let your rookie advisors washout. They could be hall of famers someday.
PRACTICE MANAGEMENT AUG 01, 2024
Don't let your rookie advisors washout. They could be hall of famers someday.

Wealth management veterans offer tips for retaining young advisors.

How to help clients separate political emotions from investment decisions
PRACTICE MANAGEMENT AUG 01, 2024
How to help clients separate political emotions from investment decisions

Communication is paramount but don't disregard the angst and uncertainty people feel about the election outcome.

Advisors urged to "take a look at their book" to tackle advice gap
PRACTICE MANAGEMENT AUG 01, 2024
Advisors urged to "take a look at their book" to tackle advice gap

Are you missing out on a loyalty premium by not helping enough clients with financial planning tasks.

What happens to the house in a divorce?
PRACTICE MANAGEMENT JUL 31, 2024
What happens to the house in a divorce?

A financial advisor offers an honest appraisal on the importance of getting an honest appraisal.

RISR and Journey Strategic Wealth arm advisors to business owners
FINTECH JUL 30, 2024
RISR and Journey Strategic Wealth arm advisors to business owners

The wealth tech firm’s latest strategic collaboration will help advisors bridge an industry-wide gap for entrepreneurial clients.

Investing in advisors: The key to long-term success in wealth management
OPINION JUL 30, 2024
Investing in advisors: The key to long-term success in wealth management

CEO of fast-growing firm outlines four key steps to consider when investing in advisor talent.

intelliflo revs up its redblack trading solution
FINTECH JUL 30, 2024
intelliflo revs up its redblack trading solution

The wealth tech firm says its new institutional-caliber compliance engine will help users save time on a traditionally tedious task.

Roughly two-fifths of US adults are using AI for their finances
FINTECH JUL 29, 2024
Roughly two-fifths of US adults are using AI for their finances

New survey reveals a growing reliance on artificial intelligence, with Gen Z Americans leading the way.