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Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.
February 28
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Srikanth Narayan is CEO of Cache Financials (Cache), founded in 2022 along with its subsidiary investment advisor Cache Advisors.
Previously, he served in engineering and product leadership positions at Uber and Alphabet. Self-taught in finance and economics, Narayan combines his technical expertise with financial acumen at Cache, which gives investors with large stock positions access to advanced products, tools and insights. He received a bachelor's degree in computer science from the RV College of Engineering, India and a master's degree in human-computer interaction from the University of California, Berkeley.
February 28
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Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.
February 27
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A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.
February 27
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Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27
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RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.
February 27
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Olivia Zhao is a business and global affairs student at Georgetown University and a research assistant at the Psaros Center for Financial Markets and Policy, McDonough School of Business.
February 27
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The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.
February 27
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Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.
February 27
