Wealth management

Susan Elolampi will be company's latest high-level hire following a dozen appointments in recent months.

Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.

The practice has spent 22 years with the No. 1 IBD, but it will be at least the eighth practice of its type to leave amid changes to the firm’s policies.

New technology gives every shareholder a louder voice

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

Passive income held offshore may benefit from an arcane provision signed into law by President John F. Kennedy.

Five of the regional BD's new hires come from Wells Fargo.

Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.

Chelsea Emery, Moderator, Editor-in-Chief, Financial Planning, Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital, Peter Phelan, Founder & CEO, ValuesCulture, Patrick Tucker, Founder, True Measure Advisors

Morgan Stanley’s advisors are already helping clients deal with emotional issues. What if AI could help out?

The makings of a true destination RIA

Advisors and clients would benefit acknowledging what's really driving financial decisions.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Advisors often fail to truly understand their clients' most vital goals, an advisor says at the InVest Conference.

Moderator: Josh Book, Founder and CEO, ParameterInsights; Panelists: Danielle Fava, Director, Product Strategy and Development, TD Ameritrade Institutional; Andrew Manning, MBA, FCSI®, Head of Wealth Management Intermediaries Marketing, Americas Invesco; and Max G. Winthrop, CEO, Winthrop Wealth Management.

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.

“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.