Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.
-
A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
July 2
-
The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.
June 25
-
The Carefull tool integrated into Edward Jones accounts aggregates client accounts and monitors for fraud or mistakes.
June 24
-
BNY Pershing declined to state the size and fees of its clearing and custody business with RIAs and other wealth management firms. But that's hardly unique in a channel of the industry with shrinking margins.
June 23
-
Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.
June 15
-
Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.
June 12
-
He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.
June 4
