See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.
Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.
Stich, the former chief operating officer of NaviPlan, will join as chief revenue officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian.
Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...