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WealthTech
Several Fintechs Unveil New Upgrades, Features, Integrations At AdviceTech.LIVESeveral Fintechs Unveil New Upgrades, Features, Integrations At AdviceTech.LIVE

FMG Suite, Bento Engine, Asset-Map, Holistiplan and FP Alpha were among the companies highlighting new developments during the virtual conference.

byRob Burgess, Technology Reporter
Nov 7, 2023
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4 Min Read
brian-hamburger.jpg
Industry News & Trends
Wealth.com Adds Brian Hamburger as Strategic AdvisorWealth.com Adds Brian Hamburger as Strategic Advisor
byRob Burgess
Sep 28, 2023
1 Min Read
brain businessman
Industry News & Trends
Shaping Wealth to Hold Its First Behavioral Finance-Focused Virtual EventShaping Wealth to Hold Its First Behavioral Finance-Focused Virtual Event
byRob Burgess
Sep 25, 2023
1 Min Read
robinhood-app.jpg
IBD
Massachusetts Court Overturns Robinhood WinMassachusetts Court Overturns Robinhood Win
byDavis Janowski
Aug 25, 2023
1 Min Read
asset-map-ceo-adam-holt.jpg
Industry News & Trends
Q&A: H. Adam Holt, Founder and CEO of Asset-MapQ&A: H. Adam Holt, Founder and CEO of Asset-Map
byRob Burgess
Aug 24, 2023
3 Min Read
Federal Reserve Building
Industry News & Trends
Fed Officials Say Rates Close to Peak, More Increases PossibleFed Officials Say Rates Close to Peak, More Increases Possible
byJonnelle Marte (Bloomberg)
Aug 24, 2023
3 Min Read
Chalres Schwab
Industry News & Trends
Charles Schwab Raising Debt After News of Job, Real Estate Cuts
Charles Schwab Raising Debt After News of Job, Real Estate Cuts
Aug 22, 2023
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1 Min Read
byAllison Nicole Smith (Bloomberg)
Charles Schwab office
Industry News & Trends
Schwab to Cut Staff, Real Estate to Save $500 Million a Year
Schwab to Cut Staff, Real Estate to Save $500 Million a Year
Aug 22, 2023
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1 Min Read
bySilla Brush (Bloomberg)
Robert Sofia
Industry News & Trends
Snappy Kraken Unveils AI-Powered Email Builder
Snappy Kraken Unveils AI-Powered Email Builder
Aug 22, 2023
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5 Min Read
byRob Burgess, Technology Reporter
Goldman Sachs headquarters
Industry News & Trends
Goldman Sachs Plans to Undo Another Solomon Deal Chasing Mass Market
Goldman Sachs Plans to Undo Another Solomon Deal Chasing Mass Market
Aug 21, 2023
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2 Min Read
bySridhar Natarajan and Daniel Taub (Bloomberg)
dollar dial
Industry News & Trends
Fed’s Jefferson, Mester Say Inflation May Persist, Ease Slowly
Fed’s Jefferson, Mester Say Inflation May Persist, Ease Slowly
Feb 24, 2023
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2 Min Read
byCraig Torres and Kate Davidson (Bloomberg)
Orion office logo
Industry News & Trends
Orion Advisor Academy Debuts
Orion Advisor Academy Debuts
Feb 23, 2023
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2 Min Read
byRob Burgess, Technology Reporter
Avantax Wealth Management
Industry News & Trends
Avantax Announces $1.7B in Newly Recruited Assets in 2022
Avantax Announces $1.7B in Newly Recruited Assets in 2022
Feb 22, 2023
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2 Min Read
byRob Burgess, Technology Reporter
Raymond James had 3212 advisors last year up by only 19 from 2011
Recruiting
Raymond James Adds Advisors, Despite Recruiting Challenges
Raymond James Adds Advisors, Despite Recruiting Challenges
Jan 26, 2023
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2 Min Read
byRob Burgess, Technology Reporter
CI Financial
Industry News & Trends
CI Financial to Split US, Canada Units With Debt Concerns Rising
CI Financial to Split US, Canada Units With Debt Concerns Rising
Nov 10, 2022
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2 Min Read
byBloomberg
Collaborating on computer
Industry News & Trends
J.D. Power: Largest Asset Managers Dominate in Advisor Digital Experience
J.D. Power: Largest Asset Managers Dominate in Advisor Digital Experience
Nov 8, 2022
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6 Min Read
byRob Burgess, Technology Reporter
Chris Horvath Headshot.jpg
Industry News & Trends
Taiber Launches Taiko, an OCIO for Financial Advisors
Taiber Launches Taiko, an OCIO for Financial Advisors
Nov 7, 2022
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3 Min Read
byRob Burgess, Technology Reporter
Michael Townsend Schwab IMPACT 2022
Industry News & Trends
Past the Midterms, Advisors Face New Rules
Past the Midterms, Advisors Face New Rules
Nov 4, 2022
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5 Min Read
byWealthManagement.com Staff
ubs-wealthfront.jpg
M&A
UBS and Wealthfront Announce Termination of Planned $1.4B Merger
UBS and Wealthfront Announce Termination of Planned $1.4B Merger
Sep 2, 2022
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2 Min Read
byWealthManagement.com Staff
interview-questions
Industry News & Trends
11 Revealing Interview Questions to Ask Potential Hires
11 Revealing Interview Questions to Ask Potential Hires
May 6, 2022
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12 Slides
byJohn Kador
Envestnet Tamarac
Industry News & Trends
Envestnet Takes Stake in Sallie Krawcheck's Ellevest
Envestnet Takes Stake in Sallie Krawcheck's Ellevest
Jan 24, 2022
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3 Min Read
bySamuel Steinberger, Senior Technology Editor
lockshin-jordan copy.jpg
Industry News & Trends
Steve Lockshin's Vanilla Adds CEO, CTO
Steve Lockshin's Vanilla Adds CEO, CTO
Jan 5, 2022
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3 Min Read
bySamuel Steinberger, Senior Technology Editor
Peter Mallouk
Industry News & Trends
Creative Planning to Acquire Lockton’s Retirement Plan Business
Creative Planning to Acquire Lockton’s Retirement Plan Business
Nov 11, 2021
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2 Min Read
bySamuel Steinberger, Senior Technology Editor
bad deals
Industry News & Trends
This Week in Wealth Management Deals 2021-07-23
This Week in Wealth Management Deals
Jul 23, 2021
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3 Min Read
byAsia Martin, Reporter
Emigrant
Industry News & Trends
Emigrant Strikes Again, Invests in $13B AUM Firm
Emigrant Strikes Again, Invests in $13B AUM Firm
Jul 22, 2021
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1 Min Read
byAsia Martin, Reporter
LPL Financial
Industry News & Trends
West End Advisory Group Joins LPL Financial
West End Advisory Group Joins LPL Financial
Jul 22, 2021
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1 Min Read
byAsia Martin, Reporter
Emigrant
Industry News & Trends
Verdence Capital Advisors Sells Minority Stake to Emigrant
Verdence Capital Advisors Sells Minority Stake to Emigrant
Jul 21, 2021
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2 Min Read
byAsia Martin, Reporter
Prudential
Industry News & Trends
Empower Buys Prudential Retirement Assets for $3.55B
Empower Buys Prudential Retirement Assets for $3.55B
Jul 21, 2021
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3 Min Read
bySamuel Steinberger, Senior Technology Editor
Steve Lockshin
Industry News & Trends
Mariner Wealth Buys Steve Lockshin's AdvicePeriod
Mariner Wealth Buys Steve Lockshin's AdvicePeriod
Jul 20, 2021
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3 Min Read
byAsia Martin, Reporter
Stocks Slump as Virus Jitters Fuel Rush Into Bonds
Industry News & Trends
Stocks Slump as Virus Jitters Fuel Rush Into Bonds
Stocks Slump as Virus Jitters Fuel Rush Into Bonds
Jul 19, 2021
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3 Min Read
byRita Nazareth and Vildana Hajric (Bloomberg)
This Week in Wealth Management Deals
Industry News & Trends
This Week in Wealth Management Deals 2021-07-09
This Week in Wealth Management Deals
Jul 9, 2021
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3 Min Read
byAsia Martin, Reporter
HUB International to Acquire $4.6B Trusted Capital Group
Industry News & Trends
HUB International to Acquire $4.6B Trusted Capital Group
HUB International to Acquire $4.6B Trusted Capital Group
Jul 8, 2021
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1 Min Read
byAsia Martin, Reporter
captrust
Industry News & Trends
Captrust Acquires $2.1B South Carolina RIA
Captrust Acquires $2.1B South Carolina RIA
Jul 8, 2021
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2 Min Read
byAsia Martin, Reporter
kickstand.jpg
Industry News & Trends
Merrill Team Jumps Ship for TruClarity-Backed Independence
Merrill Team Jumps Ship for TruClarity-Backed Independence
Jul 7, 2021
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1 Min Read
byAsia Martin, Reporter
Kristen-Kimmell.jpg
Recruiting
Advisor Group Nabs Kristen Kimmell From RBC to Lead Recruiting
Advisor Group Nabs Kristen Kimmell From RBC to Lead Recruiting
Jul 7, 2021
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2 Min Read
byAsia Martin, Reporter

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