Portfolio

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

Citigroup finds 31% of the changes needed for the move to faster settlement cycles still have to be completed.

LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.