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The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.
March 7
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A SmartAsset list featuring Main Street much more than Wall Street could help planners think about their local markets in a different context.
March 7
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The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.
February 24
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Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.
February 22
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The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.
February 21
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Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.
February 17
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The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.
February 16
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Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
February 14
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Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 1
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Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.
February 1
