After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Joseph Orazio DeGregorio convinced his victims to invest in promissory notes and companies that never even existed.

Of the record $900 billion poured into the U.S. ETF industry in 2021, roughly one-in-every-three dollars went to Vanguard’s products. So far this year it’s more than one in two.

Check out the advisor moves, M&A and other news of the week in wealth management.

Revenue sharing, wrap accounts and advisor compensation are at the core of the case filed this week in federal court.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

Take a look at the news of the last week in the world of wealth management.

A trio of advisors dropped Wells Fargo as practices choose between staying with wirehouses or joining the RIA movement.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

A new BNY Mellon survey predicts that even if the returns are lower, the next generation will be more focused on ESG issues, decentralized finance and cryptocurrencies

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

The four-member team led by Brent Hablutzel is the second Merrill Lynch team from Denver to make the move to Rockefeller in as many years.

With a focus on growth and improving advisor satisfaction, Blucora’s wealth management arm saw Q4 improvements

The bank now expects $350 billion in organic traditional long-term net inflows from 2020 through 2024, up from a $250 billion target given to shareholders two years ago.