Industry

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

The acquisition of Shore Morgan Young, an RIA with over $615 million in client assets, gives Lido a foothold in the Silicon Heartland.

Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.

Apollo Global’s David Lang will join as Focus’ chief operating officer, while Connectus Wealth Advisers CEO Molly Bennard will direct the firm's international growth strategy.

Victory belongs to the most tenacious.

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

Political contributions can pose compliance concerns—and reputational risks—to firms in a hotly contested election year.

The firm is acquiring the Michigan-based Connable Group, one of the country's oldest family offices.