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AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
May 8 -
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
May 8 -
The SEC's guidance is a part of a much broader movement as the U.S. strives to catch up with Europe.
May 8Visual Lease -
Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
May 7 -
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
May 7 -
Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
May 7 -
An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7 -
The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.
May 7 -
Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.
May 7Meehan Marketing -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6