WealthManagement Edge

Our technology columnist shares some of what inspired—and irritated—him at this year’s WealthStack conference.

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.

LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.