Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology.

RiverFront and Baird have bought a minority stake in GAMMA Investing, a woman-owned direct indexing platform.

While some advisors are excited at the growing availability of texting support, not all are on board.

A high-tech/smart-touch approach positions advisors to educate investors, provide highly personalized advice and reduce frictions through regular, seamless client communications.

While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.

These themes will be at the forefront of the market narrative in the coming year.

The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

When the wind of change blows, some build walls, while others build windmills.