Your Practice

Displaying 13187 results
AssetMark confirms ex-Carson Group leader Erin Wood as advanced planning architect
FINTECH DEC 10, 2024
AssetMark confirms ex-Carson Group leader Erin Wood as advanced planning architect

The leading TAMP provider is wading into the deeper end of financial planning with hopes to develop estate planning, retirement, and multi-generational wealth solutions.

By Leo Almazora
Orion taps Envestnet vet Chris Shutler as head of strategy
FINTECH DEC 05, 2024
Orion taps Envestnet vet Chris Shutler as head of strategy

Meanwhile, Orion's former COO and wealth division president has emerged to become CEO of wealth technology consultancy firm F2 strategy.

By Leo Almazora
CFA designation still in demand for hiring as fewer pursue it
RIAS DEC 04, 2024
CFA designation still in demand for hiring as fewer pursue it

The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.

By Gregg Greenberg
Voya taps Orion for new advisor tech platform
FINTECH DEC 04, 2024
Voya taps Orion for new advisor tech platform

The new partnership promises a unified experience that integrates in-plan and retail solutions with financial planning and other capabilities for Voya's advisor business.

By Leo Almazora
Sound Income Group's David Scranton talks 'eternal income' and retirement planning
RETIREMENT PLANNING DEC 03, 2024
Sound Income Group's David Scranton talks 'eternal income' and retirement planning

Veteran financial advisor and bestselling author David Scranton offers income-generation strategies for those near or in retirement.

By Gregg Greenberg
How advisors can take part in Giving Tuesday
PRACTICE MANAGEMENT DEC 02, 2024
How advisors can take part in Giving Tuesday

Experts say the best way to participate is through education, appreciated stocks, and IRAs.

By Josh Welsh
Advisors recount their biggest lessons from 2024
EQUITIES DEC 02, 2024
Advisors recount their biggest lessons from 2024

Technology, the election, and concentration of some of the biggest stocks provided lessons, advisors said. There was a lot to learn in 2024.

By Gregg Greenberg
Another InvestCloud veteran joins Communify Fincentric's C-suite
FINTECH NOV 27, 2024
Another InvestCloud veteran joins Communify Fincentric's C-suite

The fintech startup's latest executive hire will lead its efforts in building next-generation portals for clients and advisors while building a new foothold in Florida.

By Leo Almazora
Ramaswamy's Strive rolls out direct indexing on Fidelity, Schwab platforms
FINTECH NOV 26, 2024
Ramaswamy's Strive rolls out direct indexing on Fidelity, Schwab platforms

The $1.8 billion "anti-woke" firm, enabled by a partnership with Vestmark, is giving investors a new means to achieve tax-optimized returns with a pro-shareholder approach.

By Leo Almazora
Advisors at a disadvantage if estate planning isn’t a core service
RIAS NOV 25, 2024
Advisors at a disadvantage if estate planning isn’t a core service

“If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at risk,” Vanilla's CEO said.

By Josh Welsh
Will 24-hour trading keep financial advisors up all night?
EQUITIES NOV 25, 2024
Will 24-hour trading keep financial advisors up all night?

Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.

By Gregg Greenberg
Fintech firm Boosted.ai secures fresh $15M funding
FINTECH NOV 25, 2024
Fintech firm Boosted.ai secures fresh $15M funding

The wealth tech provider's latest financing will go towards growing its agentic AI platform across wealth managers, family offices and other firms across the industry.

By Leo Almazora
iCapital bolsters model portfolio suite with new private market offering
ALTERNATIVES NOV 22, 2024
iCapital bolsters model portfolio suite with new private market offering

The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.

By Leo Almazora
As Nvidia goes, so goes the market, and financial Advisors
EQUITIES NOV 22, 2024
As Nvidia goes, so goes the market, and financial Advisors

Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.

By Gregg Greenberg
Great Wealth Transfer is 'utterly preposterous': Kitces
RIAS NOV 22, 2024
Great Wealth Transfer is 'utterly preposterous': Kitces

“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”

By Josh Welsh
AssetMark adds AI integration with extended Tifin partnership
FINTECH NOV 21, 2024
AssetMark adds AI integration with extended Tifin partnership

The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.

By Leo Almazora
SEI, d1g1t enhance managed account offerings
FINTECH NOV 20, 2024
SEI, d1g1t enhance managed account offerings

The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.

By Leo Almazora
Wealth industry veterans launch all-in-one Advisor CRM solution
FINTECH NOV 20, 2024
Wealth industry veterans launch all-in-one Advisor CRM solution

The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.

By Leo Almazora
M&A is like dating so ‘be true to yourself’
PRACTICE MANAGEMENT NOV 19, 2024
M&A is like dating so ‘be true to yourself’

RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.

By Josh Welsh
Tifin Give rolls out industry-leading feature to amplify DAF-based giving
FINTECH NOV 19, 2024
Tifin Give rolls out industry-leading feature to amplify DAF-based giving

The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.

By Leo Almazora