While increasing efficiency through outsourcing helps a financial advisor's bottom line, it does not make them feel any less stressed, according to findings from two studies.
The recruitment tool and marketplace for buyers and sellers of wealth management firms also plans to connect investors with advisors this year.
The firm, founded by one of Wall Street's gay female pioneers, is recognized for its advocacy, inclusion and diversity.
The FTC and SoFi resolved a government complaint, issued in October, around the firm's student loan advertising.
North Dakota-based Alerus Financial is dropping its broker/dealer to join Infinex. Meanwhile, several small bank programs decamp for LPL.
The integration gives advisors an opportunity to service plan sponsors and participants.
For the first time in five years, active U.S. equity funds had better flows than passive funds, according to Morningstar.
The insurance company's year-end report shows a strong push into digital financial planning.
