Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...
Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.
The AI-powered lead optimization tool developed by Fidelity Labs now matches unique messages to different groups of convertible prospects.
Many factors, including new state mandates for small business retirement plans, are opening a vast market for traditional wealth managers, argued a host of executives at the recent RPA Broker/Dealer Roundtable event in New York City.
Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.
Republic Capital Group moves from Space City to the Big Apple in a bid for proximity and talent.
