Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.
Fifty-two percent of investors have only ever had a relationship with one advisor, a survey from Dynasty Financial Partners found. "Clients are the advisor's employer," one advisor said.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.
Advisors argue that there are other means to drive growth than requesting referrals.
The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.
Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.
Annual benchmarking study highlights how a disciplined organic approach, including cost controls and clear client segmentation, put high performers on a sustainable pace.
InvestmentNews survey highlights almost half of advisors continue to be compensated by commissions despite model often being publicly denounced.
The strategic collaboration will enable certain RightCapital advisor users to get a more complete view of their clients' financial picture.
The fintech provider will provide digital onboarding, reporting, and trading capabilities to drive the independent wealth firm's growth.
The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.
Costs have come down, investment options have gotten better, and stewardship by states over 529 college savings programs has improved, says ratings firm.
The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.
The fledgling fintech firm expands its platform in the Greater Philadelphia area as it makes two key additions to its leadership.
The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.
The latest addition to the platform's quantitative portfolio suite aims to help advisors blunt the risks of stock concentration as they are unwound.
The agreement with Goldman Sachs Asset Management will expand the TAMP provider's custom portfolio offering for RIAs.
The fintech provider is looking to shorten the custodian-switching process with an automated data processing tool.
