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 -
Launching an app doesn’t have to cost millions of dollars.
January 16 -
Advisors should pay attention to compliance issues and evolving expectations from clients.
January 15 -
The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.
January 14 -
Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.
January 11 -
Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.
January 11 -
The broker-dealer filed a motion requesting that Jason Kirkland’s lawyer not be allowed to represent him in court.
January 10 -
Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.
January 9 -
The former CEO of HD Vest left the firm three months earlier than he originally anticipated.
January 8 -
A record 186 funds were shuttered last year. What does this mean for the future of the industry?
January 7 -
Advisors report what they love — and hate — about tech at companies holding client assets.
January 4
