From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
Former Fidelity executive talks about his previous roles, newly created position at Cetera and vision for the future.
The new tool uses Advyzon as its foundation and Lumiant will support the behavioral finance aspect.
The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.
For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.
