Industry

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

A dozen years after CEO Shirl Penney launched the RIA platform and TAMP, it seeks capital to supercharge its rapid growth.

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

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

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

The bank isn't taking a blanket approach to vaccinations, but it is setting a hard rule for NYC.

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

The Canadian bank is looking for small, targeted acquisitions.

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