See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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It wasn’t just the robos that had issues during the market rout, Riskalyze launches Riskalyze Retirement Solutions at T3 and Advisor Group partners with The W Source.
Craig David Dima has been barred for inappropriate toothpaste trades, unclaimed 2013 tax returns total $1 billion and digital account aggregation is the new normal.
Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.
Some large RIA principals are emerging as both gatekeepers and early-stage investors for tech startups with the potential to transform the advice industry.
AdvicePeriod’s Steve Lockshin was an early investor in Betterment. That opened the door for him to make more investments in fintech firms in the advisor space.
