Industry

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.