Industry

Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.

The ensemble practice and its eight wealth advisors will join SagePoint Financial.

At WealthManagement EDGE, several industry leaders spoke about how to guide investors through tumultuous markets and the value of reducing client anxiety.

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

And is their business model sustainable?

The inaugural Wealth Management EDGE conference, held this week in Hollywood, Fla., takes the topic of RIA growth center stage.

The RIA also announced it has recruited a Missouri-based team, with $230 million in client assets, from Stifel.

Commissioners voted to require RIAs touting ESG strategies provide more rigorous FORM ADV disclosures; it will separate the 'wheat from the chaff,' say compliance observers.

Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.