Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.
The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group's broker/dealer network.
Well known to many financial advisors, the longtime director of Raymond James' Advisor Choice Consulting was remembered by dozens of industry colleagues on social media Tuesday.
A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March.
These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.
The time-segmented approach and philosophy behind the software-as-a-service will help advisors scale their practices in serving retired clients.