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

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

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

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

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

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

Advisors who have experience working with women clients ... Laura Cuber, wealth advisor at Bartlett Wealth Management in ...

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

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

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

Data is the foundation for building, training, and refining AI algorithms in portfolio management. Historical and real-time ...