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The slowing is part of an overall industry slowdown that experts don’t think will last.
April 24 -
As smaller firms flourish, a less sophisticated approach may become more attractive.
April 24 -
Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.
April 24 -
Is there a lesson for other advisors considering a career change?
April 24 -
The $22 billion RIA makes its sixth deal of the year in a red-hot market.
April 24 -
Expense ratios were more than twice the industry average.
April 24 -
Increased captive insurance coverage due to expanded business in 2018 was a primary driver of a three-year high in regulatory spending, the firm says.
April 24 -
Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.
April 24 -
Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.
April 24 -
It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.
April 23Savant Capital Management