Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Cetera has done more than 12 such transactions in the past year.

Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian.

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'

The New York-based ETF provider is liquidating 19 niche funds, part of a broader trend of increasing closures alongside record numbers of new launches.

Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.