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.
Meanwhile, Orion's former COO and wealth division president has emerged to become CEO of wealth technology consultancy firm F2 strategy.
The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.
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.
Veteran financial advisor and bestselling author David Scranton offers income-generation strategies for those near or in retirement.
Experts say the best way to participate is through education, appreciated stocks, and IRAs.
Technology, the election, and concentration of some of the biggest stocks provided lessons, advisors said. There was a lot to learn in 2024.
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.
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.
“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.
Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.
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.
The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.
Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.
“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.”
The deepened collaboration adds new capabilities for the platform to gather insights, align advisory firm inputs, and deliver tailored portfolio models.
The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.
The platform, designed by two former advisors and a seasoned technology leader, promises to help RIAs drive growth and strip away workflow inefficiencies.
RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.
The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
