Growth strategies

The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.

A SmartAsset list featuring Main Street much more than Wall Street could help planners think about their local markets in a different context.

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.

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.

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.

Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.

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.

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.

Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.

Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.

From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.

Market appreciation and interest rates have masked the "accelerating disruptions" that will yield winners and losers in wealth management.

At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.

In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.

The Evansville, Indiana, company introduced a boutique-style wealth management business called 1834, which caters to high-net-worth clients.

UBS Group doesn't plan to make the large-scale job cuts seen at global peers as the business of making investments for wealthy clients continues to see robust growth, Chief Executive Ralph Hamers said.

FiComm Partners and ProudMouth aim to give advisory practices the tools needed to use a relatively untapped form of marketing in the industry to attract clients.

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

The firm is rolling out team affiliations and internal career pathways into advisor roles, while looking to siphon off veterans from wirehouses by continuing a popular no-strings-attached transition offer.

The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.