See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Verus Capital Partners currently includes 30 financial advisors and is hoping to expand its reach throughout the country with the help of the independent broker/dealer.
JPMorgan Chase's rollout of a nationwide in-branch advice network shows commitment to human advice for more complex clients, according to Dr. Kelli Keough, speaking at CB Insights' Future of Fintech conference.
The survey of 2,000 finance industry professionals showed 76% of men were offered a promotion at least once without requesting it, compared with 57% of women.
Even as its competitors have become 'bionic,' offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.