Practice management

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.

Social Security is complicated. Trying to make the most of it for a disabled child is even more so.

Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

The regional firm, whose parent is the 10th largest bank in the world by market capitalization, is eager to pitch top advisors seeking stability. At the same time, it's ramping up a major branding campaign with Major League Soccer and Apple to woo next-generation clients.

Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.