The Latest

May 21, 2020 02:58 PM
Once derided as fringe and unsustainable, advisors are embracing the fee-for-service business model.
2 Min Read
May 19, 2020 06:07 PM
The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
4 Min Read
M&A
May 14, 2020 05:54 PM
The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.
2 Min Read
May 14, 2020 04:42 PM
Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
1 Min Read
May 14, 2020 02:00 PM
The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.
1 Min Read
May 13, 2020 10:15 AM
Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.
4 Min Read
May 11, 2020 11:46 AM
New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
4 Min Read
M&A
May 07, 2020 02:00 PM
Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
1 Min Read
M&A
May 06, 2020 09:16 AM
With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
3 Min Read
May 05, 2020 12:35 PM
The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.
1 Min Read