Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

RIAs already on the platform can stick with the old pricing model or transition to the new one.

The wirehouse aims to bolster its advisory business by gaining a dominant foothold in the stock plan administration software industry.

The deal is the latest by a larger company seeking to gain fintech market share.

LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.

Clients blasted the company on social media for not being able to make trades.

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.