Generation Wealth premieres at Sundance, Securities America advisors are allowed to text and Triad LC joins Signature Family Wealth Advisors.

With mid-term elections looming, expect tight timing for more changes.

Direct and indirect changes create new and interesting life insurance planning opportunities.

Clade connects wealthy investors, HighTower adds a team in New Mexico and deVere Group launches a cryptocurrency app.

Technology and family drive young investors’ advisory decisions, but gifts are still very much appreciated.

The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.

Why aren’t they more ubiquitous?