Is the bank late to the automated investing party, or trying to bring some investors back home?

At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.

Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.

In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.

It will operate with central staff at the group level coordinating with teams within UBS’s wealth, asset, investment bank and Swiss units.

While every firm has unique needs, there are several common paths to take.

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

Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.

The appointment comes just three months after a marketing backfire pushed her to step down from a similar role at Riskalyze.

The robo advisor plans to use the capital to expand its business-to-business units.

The wirehouse wants MAX to be the central hub for anything a broker needs while working remotely.

Some independent advisors worry the enterprise deal will slow innovation at the wealthtech company.

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

The move can help firms reach smaller investors and offer greater portfolio customization, the custodian says, joining peers in offering the share slices.

Purpose-built software promises flexibility and independence but can come with hidden issues and costs, Jed Maczuba argues.

Technology that provides more transparency, customization might lead to more widespread adoption.

The company's new app bundles banking services such as payments, buy now/pay later and direct deposit. But the company plans to add features that could include stock trading, a popular offering from tech startups.

The deal is part of CEO Jamie Dimon’s pledge to “get faster and be more creative.”