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The RIA partnered with ADP to deliver retirement plan advisory services, investment management and financial planning to employees at smaller companies.
Also, Mercer Advisors appoints a chief platform officer, EP Wealth expands its leadership team, and Composition Wealth adds a general counsel and head of advisors.
The wealth management firm partnered with Aboon and RPAG to build an end-to-end system covering prospecting through plan servicing for advisors.
One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...
Elk Ridge Investments expands access to tax strategies in collaboration with financial advisor and tax strategist Edward Collins. The post Elk Ridge Investments Announces Partnersh...
When someone picks the right financial advisor, that choice guides their money for decades to come. A solid plan keeps a family’s finances steady well into retirement. EP Wealth Fi...
New research shows nearly 40% of investors want detailed, actionable retirement plans, pushing advisors toward specialized distribution-phase technology, plus news of the week from...
In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic.
In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports performance of A...
CEO Salim Ramji is pushing Vanguard further into financial advice with the deal to acquire Altruist, but the hill may be steep to win over RIAs.
The former PayPal and Intuit CEO’s new self-directed platform aims to democratize wealth management strategies for investors without requiring minimum balances.
CIO Eric Teal discusses how the firm seeks to capitalize on growth opportunities without taking on excessive risk.
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors...
Discover how Financial Services PR navigates SEC Regulation FD, builds trust, and leverages thought leadership. Learn why trust in financial services is growing
Open, honest and candid discussion about jobs numbers, Edward Jones expanding 401(k) tools, where to spend tech money and obstacles to the convergence of wealth and retirement at w...
FiComm’s Meg Carpenter challenges the industry’s reliance on referrals, based on data from the firm’s The New Growth Equation report.
Advisors are also relying more on models when constructing model portfolios.
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete.
Lido Advisors CEO Ken Stern outlined his firm’s growth ambitions at RIA Edge Orange County.
Visionary Square will cover FINNY subscription costs for its network of 250-plus advisors, giving them access to AI-powered tools meant to find clients and fuel growth.
Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A and what separates stronger firms from the rest.
In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.
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