Digital marketing and home-grown planning software, FP Alpha, has launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.
University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.
A Morningstar analyst said it would be difficult to have a 'run on the bank' for wealth management firms and does not expect to change his outlook for these companies.
'ChatGPT cannot be blindly trusted. You cannot overstate this,' said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of GPT into advisor workflows.
Prosecutors claim Guo Wengui and his financial advisor, Kin Ming Je, conspired to defraud thousands of victims of more than $1 billion using “a series of complex fraudulent and fictitious businesses and investment opportunities.”
Sathya Chey Patterson views her humble beginnings and financially challenged upbringing as assets, not liabilities.
Open, honest and candid discussions about the latest news in the RPA industry.
Fresh off becoming a full custodian, Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization and a relationship with Pershing.
However, advisory firms that did invest in cybersecurity tools reported higher levels of satisfaction with them than in any other software category.
The lender survived blowups with cabbies, “bad landlords” and Trump — only to fall after trying a side gig.
