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At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.

No one knows how firms should leverage the budding metaverse. If someone suggests otherwise, their confidence is likely virtual.

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.

The firm saw profits halved over the past year and had a net loss of 98 advisors in the Americas last quarter. But its wealth unit brought in $28 billion of net new money.

Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.

FINRA and NORC survey results suggest the flood of new investors hasn't slowed since the pandemic, and many of them are coming for digital assets.

Social Security is complicated. Trying to make the most of it for a disabled child is even more so.

Brian David Hall is the author of Your Website Sucks, Here's How To Fix It and has run hundreds of experiments across dozens of websites, generating millions in incremental revenue. You can see more of his work at briandavidhall.com/cpa.