Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
The same private equity players fueling RIA consolidation are likely to next set their sights on the fragmented universe of advisory firm tech vendors, according to a discussion among industry executives at last week’s “Wealthies” Awards'...
Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.
Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.