Industry

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.

The incident began when James Iannazzo ordered a drink without peanut butter for his son, who has a peanut allergy, according to a statement by police.

Here's what you missed this week in wealth management.

A dozen years after CEO Shirl Penney launched the RIA platform and TAMP, it seeks capital to supercharge its rapid growth.

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

Here's what you missed this week in wealth management.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.