6+ day, 1+ hour ago   (513+ words) How today’s industry leaders are evolving wealth management and leaving it better than they found it. The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change. What will…...

3+ day, 23+ hour ago   (826+ words) RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will spur sector innovation. There is a growing sentiment in the registered investment advisor space that the vendors may be…...

4+ day, 5+ hour ago   (432+ words) Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next. By every external measure, top advisors…...

4+ day, 8+ hour ago   (559+ words) The fintech, which launched in 2021, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team. Luminary, an artificial intelligence-native wealth transfer and administration platform, which launched in 2021, has raised $22 million in…...

5+ day, 2+ hour ago   (243+ words) Aqua calls its platform a turnkey alternative investments platform. The competitive field to build out the tech infrastructure to ease the use of alternative investments in the wealth channel just got a little more crowded as New York-based fintech Aqua…...

5+ day, 2+ hour ago   (269+ words) Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry. Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due…...

5+ day, 6+ hour ago   (494+ words) Halo Fund led the new round, bringing the total raised by the 5-year-old AI-native RIA, which manages $9 billion, to more than $200 million. Savvy Wealth, an AI-native registered investment advisor managing $9 billion in client assets, has raised $100 million in Series C…...

5+ day, 8+ hour ago   (468+ words) The fintech shortened its name to Conquest and unveiled a new visual identity to reflect its evolution into a broader financial-advice platform powered by its AI engine, SAM. Known as Conquest Planning since its launch in 2018, the fintech company has…...

1+ week, 2+ day ago   (31+ words) Helping Clients Align Wealth With Goals, Legacy and Life Transitions Wealth Management Sights, sounds and insights from industry events and more. Helping Clients Align Wealth With Goals, Legacy and Life Transitions...

1+ week, 2+ day ago   (52+ words) Wealth Management Sights, sounds and insights from industry events and more. As cyber threats become more personalized and harder to detect, advisors need to think about security as both a protection strategy and a client trust issue. Sponsored by LPL…...