RIAs

The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.

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The firm currently fields 40 teams, most of which have joined this year.

Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.

The No. 1 IBD is keeping up the recruiting momentum that’s sustaining record headcounts and billion-dollar moves.

Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.

In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.

The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.

BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.

New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.