United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Former AXA Execs Launch Firm to Help Teachers, Nonprofits
The new group, ABMM Financial, aims to attract public-sector clients and their assets to 403(b) plans, which the founders say are underutilized.
Kitces, Brown Launch Recruiting Site for Indie Advisors
Advisors Michael Kitces and Caleb Brown have launched JobsFP, a recruiting website for independent financial planners.
5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
Cetera Strikes IPO Investment Deal With JMP, Expands Tech Ties With Broadridge
The group's 9,700 advisors will be able to offer retail clients access to initial public offerings and its financial-institution clients more self-clearing capabilities.
Digital Currency Council Offers On-Site Training for Financial Pros
The recently launched DCC has a new “Enterprise Training” curriculum for legal, accounting and financial services professionals.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
Hacked: What to Do When Cybercriminals Hit Your Firm
Cybersecurity is a constant threat, and considering how attractive a target a financial firm is, especially if it serves high-net-worth clients, advisors should be prepared for the worst.