Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
The firm is training advisors on its new Practice Tech Platform to centralize and manage day-to-day tasks in a single application.
Here are the breakaways, mergers and acquisitions announced the week of Jan. 11, 2021.
The idea of charitable giving goes beyond simply writing checks.
Andrew Stotler details his journey from Edward Jones' anti-money laundering review division to starting his own business by...
Wealth management mobile apps lag those provided by credit cards and banks—and even insurance.
There's no denying that some of President Trump's policies have helped boost stocks during his first term in office.
Since March, Concurrent has recruited eight teams of advisors, giving it now more than $8.3 billion in assets under management.
The four applications are meant to streamline and enrich the prospecting and plan building processes.
