Industry

The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.

Here are the top five areas of design to consider when developing a new brand and core message.

The fast-growing Chicago firm now nearly $4 billion in AUM.

In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.

The new recruits signed on with the firm’s independent and employee broker-dealer units.

Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.