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The new service, which will offer one-on-one advice, is open to people with at least $100,000 in investable assets. It’s part of the company’s ongoing efforts to build a full suite of retail banking products.

In a symposium, SEC Chair Gensler voiced concern about the technologies’ possible conflicts, biases and systematic risks.

More financial advisors are accusing independent wealth managers of acting like wirehouses and other employee brokerages upon their departures.

Running an advisory practice is a complex business, but wealth managers have access to resources, strategies and recommendations that can help.

Luis Pino is founder and CEO of Agentero, a digital insurance network. Before starting Agentero, he was a member of the founding team for CoverWallet, the small business insurance platform that was acquired by Aon.

Courtney Hoff Dockerty is a writer for Growth Content at Arizent.

Loretta Thompson is a real estate partner at the international law firm Withers. She has over two decades of experience handling audits with the franchise tax board and regularly handles tax exchanges for high net worth individuals.

Lisa Rill is the executive director of Senior Life Source.

Lisa Woods is the vice president of physical & emotional wellbeing at Walmart.

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.