CheckFree APL added 13 managers during the company's fiscal year ended June 30 and three more in the fiscal first quarter ended Sept. 30. CheckFree Investment Services bills itself as the leading provider of outsourced trading, portfolio management, accounting, reporting services, and data to broker/dealers and money managers in separately managed accounts.
The 13 money managers that signed on to CheckFree APL during the fiscal year through June 30 include
Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
