Dynasty Partners With Pontera on Retirement Outcomes: Tech Roundup
By Jeff BermanAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 16, 2022
Cambridge Taps 3 Execs for New RolesThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
August 16, 2022
BofA, Wells Fargo Veterans Launch RIAMembers of the new Fidelis Capital team members previously managed a total of $6 billion in client assets.
August 12, 2022
LPL Fined $300K Over Client-Reserve ErrorsThe firm's mistakes resulted in two deficiencies totaling about $162 million, FINRA says.
August 11, 2022
Envestnet Institute On Campus Adds Franklin Templeton as Sponsor: Tech RoundupAlso, LinkedIn's latest compliance partner is RIA in a Box.
August 09, 2022
Kitces: Why Advisors Must Specialize NowThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.