These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.
Pennington was elected during a special meeting on Monday, and she will take over the seat vacated by ProEquities' Christopher Flint after he resigned in July.
Delap Wealth Advisory's Jared Siegel details how he's able to concentrate on the 'fun' stuff—creating a high-quality, high-touch financial planning experience for his clientele—by outsourcing the middle- and back-office operations at his firm.
While securities volatility lead to slightly lower total assets and soaring cash balances, LPL's earnings report showed strong quarterly recruiting, pulling in $13B in new money and adding 173 advisors.
This week alone brought news of an Orion, Redtail and Snappy Kraken mashup; an FMG and Catchlight partnership; and Envestnet's continued expansion plans.
Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.
