Saas veteran Dan Zitting will succeed Klein on Dec. 4, in a change that had been in the works for several months.

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.

An advisor’s role should include helping clients become more fluent in what may be the world’s most consequential language.

Band-aid solutions will no longer work.

Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.

New York-based Arch, which aims to solve for the workflow and data problems behind alternative investments, has received funding from Focus Financial Partners, the founders of Vanilla and Altruist, and others.

Via a “pass through” arrangement, Bank of Hawai‘i’s $23.5 billion broker/dealer subsidiary will gain access to Atria’s proprietary technology, including Clear1, Unio, and Contour, as well as home office support.

BlackRock sees balance-sheet strength, positive earnings revisions among larger-cap firms.

Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.

Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.