Goldman to Buy Folio Financial
By Janet LevauxWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.
May 13, 2020
2 Ways to Boost Staff Morale — RemotelyThere are steps to keep your advisory firm's culture alive, even as your employees work from home during the pandemic.
May 13, 2020
Hightower Launches Virtual Education Program for Its AdvisorsFour separate courses are being offered, and more are expected in the future.
May 13, 2020
Envestnet, Investment Advisor Announce Asset Manager and Strategist of the Year FinalistsMany of these asset managers demonstrate the extra skill it takes to exceed bull market returns.
May 13, 2020
Alts Platform iCapital to Buy Rival ArtivestIn other fintech news, TradingFront rolls out a new platform for RIAs in partnership with custodian Interactive Brokers.
May 13, 2020
LPL to Open Tech Hub in TexasThe independent broker-dealer's campus in Austin is expected to have more than 100 employees.
May 12, 2020
Ex-Ladenburg BDs May Face Culture ClashLayers of questions now come up around fees, compliance policies and back-office services.
May 11, 2020
3 Clients Wanted to Cash Out. Their Advisor Talked Them Down.Miye Wire tells ThinkAdvisor how she calmed a young couple and a pre-retiree when COVID-19 threatened their portfolios.