The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain ...

Former Captrust executive Rush Benton is joining Coldstream Holdings’ board of directors, replacing Cascadia Capital CEO and ...

Bluegrass Wealth Advisors is proud to announce that James Phelps, CRPC™, Senior Financial Advisor, has been authorized by the ...

Founded in 2007, White Oak Global Advisors has become a prominent player in providing ... Each investment reflects Hakkak’s strategic approach to wealth management, contributing to his standing as a ...

The platforms' alliance will address a major barrier for advisors that want to incorporate annuity and insurance products ...

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

Zeplyn, designed to streamline wealth management workflows, has raised $3 million in a seed funding round led by Leo Capital.

Raymond James executive Alex David will serve as chairman of the Association of African American Financial Advisors, the ...

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 ...

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.