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Advisor numbers are up from a year earlier, down from the previous quarter

Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

A study found people using a gamified app saved 20% more than those using a generic app.

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

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked

Stephanie Diana Eubank is a subject matter expert on remote leadership & condo underwriting

Larry Kirschner is the co-founder of Arch Capital Solutions.

The wealth manager is also growing faster than in years past among its traditional mass affluent base after a record fourth quarter, Jim Cracchiolo says.

Larry Mellon is tax director in the Chief Tax Office at Vertex Inc., where he is responsible for providing insights, thought leadership and customer-centric direction. He joined Vertex in 2005 as a sales and income tax supervisor and has served as tax manager since 2012. Prior to joining Vertex, he was a senior tax accountant and property tax manager at Foamex International. Mellon also held multiple roles at the Franklin Mint and is a member of the Institute of Professionals in Taxation.