With So Many Tech Choices, What's an Advisor to Do?
By Philipp HeckerMichael Kitces' Financial AdvisorTech Solutions Map has broadened to 550 offerings in 36 categories. Many advisors feel lost.
April 18, 2025
Inside Cetera’s Play to Woo Wavering Commonwealth AdvisorsTodd Mackay, the firm's president, is drawing on his own experience being acquired to make Cetera's case.
April 18, 2025
Schwab-TD Ameritrade Antitrust Case Settled, Notification Process UnderwayOver 25.5 million customers were to receive settlement notifications, a court document indicates.
April 18, 2025
Trump Studying If Removing Powell Is Option, Hassett SaysMeanwhile, Trump reiterated his call for Powell to lower interest rates at an Oval Office event on Friday.
April 18, 2025
Raymond James Launches Proprietary AI Search ToolThe tool lets advisors search the firm’s internal knowledge base and receive precise, tailored information.
April 18, 2025
Mariner and Vanilla Strike Estate Planning DealThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
April 18, 2025
10 Best Blue-Chip Stocks to Buy Now: MorningstarThese companies are well-established, financially sound and trading on the cheap, analysts say.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.