The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.

Bluespring's new program is designed to help partner firms gain more convertible leads while shortening the time between outreach and onboarding.

Sargent Investment Group expects to move the majority of its assets from TD Ameritrade/Schwab to Goldman Sachs by the end of the year.

Samantha Trebesch, who will continue in her role as head of sustainable investing, replaces Renee Baker, who stepped down this month to take a 'voluntary career sabbatical.'

The issue over who owns 401(k) and 403(b) participant data and whether it is a plan asset is one of the hottest debates in the defined contribution industry.

In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.

Under the Gateway Growth Partnership, the OSJ will take a 15%-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.

Digital asset custody and trading services from Fidelity Digital Assets will be accessible within Wealthscape.