Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

RIAs already on the platform can stick with the old pricing model or transition to the new one.

The deal is the latest by a larger company seeking to gain fintech market share.

LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.