As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

the last five as head of digital wealth management). Other advisors include Indyfin founder Akshay Singh, Linda Litner, a ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

It’s in becoming a trusted advisor to a much larger potential audience of clients who will have a wide range of different ...

Laura Cuber, wealth advisor at Bartlett Wealth Management in Chicago, echoed that sentiment. "Most clients that are referred ...

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman ...

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication ...

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to ...

The 2024 PROCU Conference marked a pivotal moment for the credit union industry, setting a new attendance record with more than 55 credit unions ...

Bringing a wealth of experience and a planning-based approach, Sanchez will strengthen Keystone’s mission of delivering ...