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Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.
April 9 -
For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.
March 26 -
Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.
February 6 -
In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.
January 23 -
The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9 -
The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.
September 12 -
The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.
September 4 -
CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.
August 5 -
The deal underscores an industry trend combining planning with portfolio management.
July 11 -
The purchase will add to one of the asset manager’s key businesses, Aladdin.
March 22