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Best Fintechs to Work For logo
CRM systems
How Brian McLaughlin keeps Redtail’s spirit alive while working from home

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.

From
By Ryan W. Neal
March 31
Facet Wealth team photo 3/31/21
Employee relations
Facet Wealth rethinks office space as it doubles employee count
By Jessica Mathews
March 31
LinkedIn Post (22).jpg
2024 Best Fintechs to Work For
Best Places to Work in Fintech 2024
By Jackie Stewart
May 6
Allison Brecher, general counsel at Vestwell
Fintech
Transparency, diversity make Vestwell a Best Fintech to Work For
By Miriam Cross
April 5
Zoom exercise class
Fintech
Best Fintechs to Work For
March 31
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  • Practice and client management
    Crafting the right message to win new clients starts by looking inside

    Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.

    By Tobias Salinger
    June 25
    Metal letters spelling out "brand" sit on a black background beneath a stencil sketch spelling out the word, symbolizing brand marketing strategies
  • Industry News
    Robo-advisor Wealthfront files for an IPO

    The fintech firm's plans could herald an increase in public filings after a protracted lull in IPOs.

    By Paige Smith
    June 24
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  • Investment strategies
    Easier said than done: Dual ETF, mutual fund share classes

    The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

    By Tobias Salinger
    June 23
    Vanguard's name and logo is lit up against a red background at the investment company's headquarters
  • Practice and client management
    What's wrong with the big RIA model, straight from advisors' mouths

    A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.

    By Tobias Salinger
    June 18
    On a chessboard, a black king piece stands surrounded by white pieces, symbolizing a convergences of competitive business threats
  • Regulation and compliance
    Dumping rules on AI, custody and more, SEC shifts to deregulation

    The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.

    By Dan Shaw
    June 13
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  • Technology
    Carefull, Alzheimer's Association create education campaign

    The fintech and nonprofit join others, including AARP and the ICBA, in working to raise awareness of the financial risks of Alzheimer's and dementia.

    By Melinda Huspen
    June 13
    Adult senior 60s woman working at home at laptop. Serious middle aged woman at table holding document calculating bank loan payments, taxes, fees, retirement finances online with computer technologies
  • Industry News
    New estate planning conference aims to be yearly advisor destination

    Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

    By Tobias Salinger
    June 9
    The Omni Scottsdale Resort & Spa at Montelucia in Scottsdale, Arizona, will be the location of digital estate planning firm Wealth.com's inaugural January 2026 conference, The Estate Planning Conference.
See more Fintech
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.