Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.
A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new specialized pathways.
A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.
Financial advisors are educating themselves on the potential uses of AI. Here's how they are approaching what could very well be a game-changing technology.
Research reveals economic downturns ranks high among factors spurring new advisor searches, alongside life events like inheritance and retirement.
The estate planning tech provider will be providing 700 advisors access to the aggressively growth-focused RIA giant's platform.
New in-house capability aims to empower advisors and associates with natural search to access vast data pool.
The RIA custody giant is investing in the estate planning tech firm's growth, with near-term plans to make the tool available to its retail clients.
While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail clients to merge into the private investment superhighway.
Harvard defies the White House. Trump freezes billions. Advisors tell families: keep saving.
Advisor users who are also on the eMoney platform stand to benefit from the newly announced link-ups.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
From stress tests to portfolio rebalancing and tax optimization, tech-supported advisors are helping clients keep calm and carry on through gloomy markets.
As the new White House administration impacts the market, Richard Saperstein believes liquidity management is critical.
'My clients are very accomplished – but they're also very intimidated by the financial world.'
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.
