Industry

White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.

Who will have the advantage – RIAs or RPAs?

California-based Litman Gregory has completed its second acquisition under parent company iM Global Partner in a bid to become a national RIA.

Following two slow months for dealmaking in the RIA space and reports that M&A is slowing but deals are growing, the industry announced no fewer than 15 transactions this week—only one of which even came close to $1 billion in transacted AUM.

Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

F2 Strategy's co-founder and CEO provides his take on the most important wealthtech news of the last month.

The deal means a return to Homrich Berg, where Calvary’s founder Bill Cleveland worked early on in his career.

The Oregon quartet specialized in retirement planning manages around $230 million in client assets.

In a new risk alert, SEC examiners stressed that firms have appropriate staffing to comply with AML regulations, especially after the wave of sanctions following Russia’s invasion of Ukraine.