A trio of advisors discuss their replies to a new survey on business sales by Dynasty Financial.
Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters.
Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli.
The deal to take the $6.2T wealth tech platform private is pushing through with virtually unanimous approval.
The wealth tech firm expects its latest C-suite addition to lead its charge to boost adoption of option-based strategies in clients' portfolios.
The hybrid RIA's new platform takes a page from the Uber model, with 200 qualified buyers to start off its national rollout.
The move marks a milestone for generative AI even as SEC Commissioner Gary Gensler warns of a future crisis in the making from the still-evolving technology.
The advisor education provider is adding a top-ranked certification to its platform through a new strategic partnership.
The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.
Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.
Industry has slowly evolved into less tangible aspects, says advisor after FPA report.
Decision comes at a time when financial advice industry is facing pressure to offer clients more services at a better price.
Advisors looking to sell their registered investment advisor should expect a long journey of preparation – starting from the very day the business is formed.
The asset manager has launched a digital portal with webinars, portfolio construction resources, and other materials to help advisors and their clients invest in the private markets.
Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.
The latest enhancements to its archiving and search capabilities will help users as regulators stiffen their scrutiny around recordkeeping violations and off-channel communications.
Lindsey Lewis, of the American College Center for Women in Financial Services, highlights key factors for financial services companies to consider.
Quarterly pulse survey uncovers sentiments around artificial intelligence, preferences on tech use, and the race for high-net-worth business.
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
