Wealth management

Tradition, trust and Google all factor into the choice.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

In a sweep of changes, the custodian is embracing an open architecture technology platform.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

The bank is targeting advisors with $100 million or more in assets.

Despite its death, Barclays is transitioning assets and trading volume to a nearly identical version of the fund.

Some owners are reluctant to give away an equity stake. Here is one solution.

The firm’s hot recruiting streak continues into 2019.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.