401(k) Real Talk Episode 84: November 8, 2023

Nov 08, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

How Technology Can Help Clients ‘Befriend Their Future Selves’

Nov 08, 2023

Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.

RIA Edge Podcast: Pioneering the Outsourced CIO Business Model With John Hirtle

Nov 07, 2023

Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...

Avantax’s Advisor Headcount Declines, Recruited Assets Rise

Nov 06, 2023

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

Catchlight Upgrade 'Personalizes' Mass Prospect Marketing

Nov 06, 2023

The AI-powered lead optimization tool developed by Fidelity Labs now matches unique messages to different groups of convertible prospects.

Broker/Dealers at the Vortex of the Convergence of Wealth, Retirement and Benefits at the Workplace

Nov 06, 2023

Many factors, including new state mandates for small business retirement plans, are opening a vast market for traditional wealth managers, argued a host of executives at the recent RPA Broker/Dealer Roundtable event in New York City.

Life Settlement Firm Launches Wealth Division With Dynasty Support

Nov 06, 2023

Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.

Republic Capital Group Moves Headquarters from Houston to NYC

Nov 06, 2023

Republic Capital Group moves from Space City to the Big Apple in a bid for proximity and talent.

While Tech Integration Will Never Be Perfect, AI Could Help

Nov 03, 2023

Industry leaders speaking at AdviceTech.Live said they have spent significant sums of money on the development of AI to increase both automation and scale, but the human advisor remains central.

Rockefeller Snags $500M Team From Merrill’s Private Bank

Nov 03, 2023

Advisor Robert Moon, who managed $500 million at Merrill Lynch’s Private Banking and Investment Group, joins Rockefeller's Global Family Office.