CEO of Independent Financial Partners said the deals with Agreement Express, Beam Solutions and Xtiva will make his advisors’ lives easier.

The company says Scott Posner, formerly of IBM, will use emerging technologies to improve the productivity of its internal recruiters.

The bank is hosting a summit in Manhattan on Wednesday and Thursday for about 350 women who are already managing directors at the firm.

In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.

Women account for just 9 percent of CEOs and 8.6 percent of CIOs at family offices.

The two are among the group of angel investors that raised $2 million for Zoe Financial.

The firm hasn’t made any acquisitions or taken outside capital, but it’s growing much faster than most.

The Colorado advisor entered a consent order with state regulators after putting client money into an unlicensed Blockchain investment fund.

The XY Planning Network announced new technology integrations and shared its benchmarking survey results at its fourth annual conference in St. Louis.