Open, honest and candid discussion about Human Interest, advisor use of AI, more 401(k) plan haters and the top stories so far this year.
Once the deal closes, Janney will operate as a standalone, private company and create a broad-based equity ownership program for its 2,300 employees.
Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course.
Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.
Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.
The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform.
Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.
FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.
