Pair of adviser fintech startups pull in funding despite a decline in tech investing
Both Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
Read MoreBoth Modern Life and Farther closed $15 million funding rounds, suggesting technology for advisers is still seen as an attractive opportunity.
Read MoreLegislation that last year contained a litany of taxes on high earners has been whittled down to a bill with a few corporate tax provisions.
Read MoreThe Canadian firm expects to file the registration for an initial public offering of a portion of its US wealth management business during the fourth quarter.
Read MoreReynolds Investment Management’s eight-person team will work under Captrust’s brand.
Read MoreThe Plan Sponsor Council of America is launching a new campaign promoting retirement readiness just in time for National 401(k) Day in September.
Read MoreThe organization of state regulators cautions about taking advice from social media financial influencers because of possible conflicts.
Read MoreThe Grand Rapids, Michigan, planner will serve a one-year term and become chair of the board in 2024.
Read MoreAl Jacobi and Tom Hakala form The Jacobi-Hakala Group after working together for over 20 years.
Read MoreHC Financial Advisors, which was founded in 1986, is based in Lafayette, California.
Read MoreFledgling ETF provider Strive Asset Management hopes to compete with ETF giants for proxy voting power.
Read MoreFledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
Read MoreWells and a former broker must pay $731,587. The claimants alleged investments were made 'with the sole purpose of generating additional commission or fees" for the broker.
Read MoreThe Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
Read MoreThe publishing honor is for Benjamin's InvestmentNews series exploring advisers' marketing niches.
Read MoreThere are four distinct stages in the new retirement journey, and each offers advisers opportunities to help clients reflect on what they need to do to live comfortably throughout retirement.
Read MoreOlder homeowners and pre-retirees can safeguard and enhance their retirement plans by including home equity as an additional resource.
Read MoreRecognizing first Black CFP, the $5,000 award aims to help more Black and African Americans earn the certification.
Read MoreThe new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.
Read MoreRoughly two-thirds of the abusers are family members, often the victim’s spouse, adult children or grandchildren.
Read MoreGary T. Guglielmo of Boca Raton, Florida, was charged with two felonies and with contempt of court for violating an injunction that provided protection to his ex-girlfriend.
Read MoreWe're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact Us© 2024 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company