Wealth management

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Data reported by the Investment Company Institute.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

The complete lists.

Planners share their favorite out-of-left-field appeals for advice.

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.