Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.
The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice
The newly introduced act in the House of Representatives takes aim at one confusing process for 401(k) plan participants weighing their distribution options.
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain mixed.
The central bank makes its last policy move for the year amid lingering uncertainty on inflation, jobs, and economic growth outlook.
The elite veteran-led team brings together more than 150 years of collective experience to RayJay's employee advisor arm in Ohio.
The serial RIA acquirer's latest partner deepens its presence in North Carolina as well as its capabilities in the qualified retirement plan space.
After previously managing over $495 million collectively, the national RIA's latest additions in Long Island come after a decades-long tenure with their former firm.
The advisory giant supported by Neuberger Berman is tapping the AI-powered fintech's capabilities to boost digital marketing, partner referral, and prospecting efforts.
The fintech firm for private market investments is helping firms and advisors build customized 'pacing plans' to reach target allocations based on customized model portfolios.
