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In a sweep of changes, the custodian is embracing an open architecture technology platform.
January 31 -
It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.
January 16 -
The restructuring comes as a competitor enters wealth management data aggregation.
January 15 -
Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.
January 14 -
The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14 -
The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.
January 11 -
The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.
January 9 -
Advisors report what they love — and hate — about tech at companies holding client assets.
January 4 -
In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?
December 28Financial Planning -
The IBD and its subsidiaries’ 2,300 advisors appear to be facing a sale by its parent, with bidding reported to be starting as soon as next week.
December 14