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Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.
March 31 -
The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.
March 31 -
Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month.
March 30 -
Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.
March 30 -
Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.
March 27 -
A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.
March 27Fiduciary Network -
More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.
March 25 -
Fraud can occur in a myriad ways, from email scams to ID theft to manipulation of investment valuations. See a dozen common frauds -- and ways advisors can help prevent them.
March 25 -
During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.
March 25 -
To better police the advisory industry, the SEC chief seeks additional funding for advisor examinations and to bolster enforcement.
March 25








