Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.
Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian.
Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'
The New York-based ETF provider is liquidating 19 niche funds, part of a broader trend of increasing closures alongside record numbers of new launches.
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.
Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.
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.
