Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.
Read MoreA discussion of the details, interpretation and application of deathbed transfers.
Read MoreIt's imperative that industry leaders actively encourage employees to take their down time if they want to drive success in their firms.
Read MoreIt's imperative that industry leaders actively encourage employees to take their down time if they want to drive success in their firms.
Read MoreJesse Brookreson and Brian Trymbiski will be joining Raymond James from Wells Fargo under the name Great Oak Investment Management of Raymond James.
Read MoreThe sheer number of nonprofits shouldn’t force clients into a self-imposed game of “eeny, meeny, miny, moe.”
Read MoreThe sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'
Read MoreAssembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.
Read MoreBitcoin will emerge as the primary asset index for the Western world and will eventually replace SPY, which is a $425 billion fund that tracks the equity index, says MicroStrategy CEO Michael Saylor.
Read MoreThe firms provide independent advisors another route to transacting and managing alternative investments.
Read MoreThe New York Times looks at which U.S. cities have been siphoning off population from other cities. Troubles at Zillow call into question the health of the $1.15 billion in mortgage bonds tied to its iBuying business, according to MarketWatch. These are among today’s must reads from around the commercial real estate industry.
Read MoreTIFIN President Jack Swift dives into how the firm's none business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.
Read MoreThe 'technology firm in the shape of a TAMP' intends to use the capital to expand its engineering and distribution capabilities.
Read MoreDespite Reg BI's implementation, many broker/dealers continue to operate as they did under the suitability standard, according to a new NASAA report. But the group is advocating additional guidance in lieu of amendments to the SEC’s rule.
Read MoreAmid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.
Read MoreAs the firm's strong pace of M&A activity continues, Focus Financial Partners rolls out trust services to its partner firms, which "will create a significant opportunity for our partners, advisors, to expand and retain multi-generational client assets,” CEO Rudy Adolf said.
Read MoreThis episode takes a look at Merrill's attempt to stave off increasing advisor attrition.
Read MoreConvenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.
Read MoreOffice loan portfolios held by non-bank lenders have been posting steady performance, helped by long leases, high quality assets and some workouts.
Read MoreSalameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.
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.
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