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The RIA platform is on track to set a record after adding 17 teams and more than $3.5 billion in first three quarters of 2022.

The world's biggest wealth manager is caught between a tech-savvy CEO and his results-driven lieutenant.

Shares of the social media platform hit 2019 lows after the company reported its slowest sales growth ever.

The most-promising growth opportunities are not outside the doors of an advisory firm, but inside, said industry executives, speaking at Riskalyze’s Fearless Investing Summit this week.

The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.

The acquisition of the financial services publisher increases VettaFi’s reach by as much as 300%, says CMO Jon Fee.

Powerful cloud-based analytics from Snowflake and Amazon Web Services' Redshift will empower advisors, according to our tech columnist.

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.