The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
The new products not only provide investment opportunities that aren't available on the open market, but can also combine a client’s passions — for things like antique cars or even musical instruments — with their investment portfolios.
While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Matthew Clason was registered with Lincoln Financial Advisors until 2016, when he moved his registration to LPL Financial.
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
The alternative investment provider increased assets on the platform to more than $104 billion last year. The secret could be its ability to combine multiple high-net-worth investors into a single private placement.
The former Fidelity executive will develop strategies for advisers serving high-net-worth clients.
The InvestmentNews reporting team looks ahead to 2022 and sees many of these long-term trends continuing.
The settlement stemmed from potential claims related to Merrill's "management and oversight" of brokerage accounts opened by the owner of Jay Peak, the failed Vermont ski resort.
While investing in single stocks can expose investors to more volatility, the feature lets customers stay diversified while also allowing them to buy shares of their favorite companies.
National Securities Corp. and Calton & Associates Inc. reported increased expenses in light of potential legal costs.
