Envestnet Joins Increasingly Crowded Digital Estate Planning Space

Feb 25, 2021

How will their offering match up with Steve Lockshin’s Vanilla and other trust accounting tools for RIAs?

Regulatory Risks Escalate When Firms Fail to Record Videoconferences

Feb 25, 2021

Financial firms have largely failed to implement policies and procedures around video sessions and other conferencing technologies.

Schwab Virtual Technology Forum A First Dual Step

Feb 24, 2021

The invite-only event brought together Schwab and TD execs and techies to interface with more than 150 third-party tech providers and partners.

Altruist Hires TDAI Alum Pete Dorsey

Feb 23, 2021

Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for business growth and client support.

Six Areas Where Wealth Managers Can Transform Their Business This Year

Feb 22, 2021

The global coronavirus pandemic disrupted the financial advisory industry. Here’s what that means in 2021.

Fintech Firm Apex Clearing Agrees to Go Public Via SPAC

Feb 22, 2021

Apex has more than 200 clients, including Stash, Firstrade Securities, Social Finance and Goldman Sachs' Marcus.

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The Black Diamond Wealth Platform's Client Experience

Feb 22, 2021

A customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.

Wealthies Circle Podcast: Joining a Broker/Dealer

Feb 19, 2021

Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.

Goldman’s Robo Will Be Retrofitted for Its Advisors

Feb 19, 2021

Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joe Duran, head of Goldman Sachs Personal Financial Management.

Bitcoin Hits $1 Trillion Value as Crypto Jump Tops Other Assets

Feb 19, 2021

Bitcoin has added more than $450 billion of value in 2021.