Industry

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.

Wealth managers are rushing to serve ultrahigh net worth clients. But industry veterans warn some may be promising more than they can deliver.

Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.

Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.

Founder Jason Wenk discussed the rapid rise of his firm, his plans for AI, a coming Netflix show with a "cool" name and more.

Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.

The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.

Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.