Industry News
Industry News
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Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.
November 17 -
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
November 16 -
Firm CEO sees benefits in acquisitions rather than recruiting, in part because they allow for "client continuity."
November 16 -
Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."
November 16 -
The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16 -
Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16 -
According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.
November 15 -
Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.
November 15 -
The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
November 15 -
Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.
November 15 -
Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
November 15 -
Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
November 15 -
As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.
November 14 -
The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.
November 14 -
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
November 13 -
Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.
November 13 -
The St. Louis-based firm now has more than 19,000 financial advisors, according to its latest SEC filing.
November 10 -
The Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings
November 10 -
The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.
November 9 -
The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.
November 9

















