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In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.
June 14 -
Yext's CEO said his firm could have tried building its own in-house compliance software. Instead, it found exactly what it needed at Hearsay Systems.
June 14 -
A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?
June 13 -
These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.
June 13 -
The terminations come amid a renewed push by firms to haul employees back into the office.
June 13 -
Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.
June 13 -
Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.
June 13 -
Data crunched by SmartAsset suggests some areas enjoyed the largest increases in median annual compensation. The No. 1 metro area saw a 101% hike in pay.
June 12 -
Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.
June 12 -
The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.
June 12