Industry

Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.

Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Cetera has done more than 12 such transactions in the past year.

Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.

Apex, long known as a master of API integrations, has built a fast, modern user interface for advisors called Astra.

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.