Industry

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

Heather von Zuben is one of a small number of Latina executives on Wall Street.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

Take a look at the news of the last week in the world of wealth management.

But a recruiting expert says advisor independence comes with its own set of challenges.

A trio of advisors dropped Wells Fargo as practices choose between staying with wirehouses or joining the RIA movement.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.