Portfolio

Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.

As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.

Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.

For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.

John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.

Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.