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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
The Latest
  • Practice and client management
    New video game aims to teach kids entrepreneurship and money skills

    "The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.

    By Tobias Salinger
    May 19
    "The Four Money Bears: Berryville" game will debut next month in a playable demo at the "Steam Next Fest" event.
  • Portfolio management
    How to win on the two-front fight for talent and private assets

    The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

    By Tobias Salinger
    May 14
    A man moves a rook piece on a chess board obscured by the light of the sun in the background, symbolizing the difficulty of a strategic decision
  • Investment strategies
    Morgan Stanley to offer crypto trading on E-Trade

    The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.

    By Hannah Levitt
    May 1
    For Morgan Stanley, offering crypto trading at E*Trade would ratchet up competition with the likes of Robinhood.
  • Artificial intelligence
    Ask an advisor: What AI tools are financial advisors using right now?

    With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

    By Brian Wallheimer
    March 25
    Artificial Intelligence Content Generator. AI assistant. Chatbot, generate images, write code, writer bot, translate, advertising. advisor tech tools back office workflow technology tools
  • Industry News
    Flourish deal will give RIAs tools to compete with banks on lending

    Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

    By Rob Burgess
    March 21
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  • Industry News
    Raymond James, Vanguard top J.D. Power investor satisfaction survey

    The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.

    By Tobias Salinger
    March 20
    One man presents data charts to another over a desk full of printouts of graphs beside a laptop and a calculator, signifying financial planning
  • Professional development
    Meet the athlete turned advisor who's on a financial education mission

    More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.

    By Tobias Salinger
    March 14
    Pat Brown is a wealth manager in the Lawrence, Kansas-based office of Creative Planning and the founder of Financial Literacy for Student Athletes.
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.