Jessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
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Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.
February 7 -
The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7 -
The next generation of advisors is worth the cost.
February 7 -
The robo advisor scouted several cities for a second location apart from its New York City headquarters.
January 31 -
Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31 -
The firm’s hot recruiting streak continues into 2019.
January 29 -
The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.
January 28 -
Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?
January 25 -
Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?
January 23 -
The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.
January 22
