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Marketing
Better Together: Marketing and CRM Combine ForcesBetter Together: Marketing and CRM Combine Forces

Marketing technology firm Snappy Kraken and CRM-provider Redtail announce a new integration for advisors.

bySamuel Steinberger, Senior Technology Editor
Mar 21, 2019
|
1 Min Read
digital dollar sign
WealthTech
Popularity of Fee-for-Service Means More Clients for AdvicePayPopularity of Fee-for-Service Means More Clients for AdvicePay
bySamuel Steinberger
Mar 21, 2019
2 Min Read
stock market trader
Mutual Funds
Active Managers Contribute to an Efficient MarketActive Managers Contribute to an Efficient Market
byDiana Britton
Mar 20, 2019
1 Min Read
Alexa Von Tobel
Retirement
Baby Boomer-Focused Retirement Tech Raises $10MBaby Boomer-Focused Retirement Tech Raises $10M
bySamuel Steinberger
Mar 20, 2019
1 Min Read
Salesforce Cloud
Artificial Intelligence
Big Tech's AI Helps Indie RIAs Punch UpBig Tech's AI Helps Indie RIAs Punch Up
bySamuel Steinberger
Mar 20, 2019
1 Min Read
busy office
Industry News & Trends
Compliance—Not Cost—Is Most Important to Planning Back OfficeCompliance—Not Cost—Is Most Important to Planning Back Office
byDiana Britton
Mar 15, 2019
1 Min Read

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A Merrill Lynch sign.
RIA
Merrill Lynch Promotes Carole Wentz to Lead 3,300-Advisor Brokerage Division
Merrill Lynch Promotes Carole Wentz to Lead 3,300-Advisor Brokerage Division
Mar 15, 2019
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byMichael Thrasher, Staff Writer
calendar money clock
Insurance
Nationwide Launches New Variable Annuity Aimed at RIAs
Nationwide Launches New Variable Annuity Aimed at RIAs
Mar 15, 2019
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byDiana Britton, Managing Editor
iCapital CEO Lawrence Calcano
Alternative Investments
iCapital Network Strengthens Morgan Stanley Partnership
iCapital Network Strengthens Morgan Stanley Partnership
Mar 15, 2019
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bySamuel Steinberger, Senior Technology Editor
logo in a gray background |
Financial Planning
Morgan Stanley Reorganizes Wealth Management Groups
Morgan Stanley Reorganizes Wealth Management Groups
Mar 15, 2019
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2 Min Read
byMichael Thrasher, Staff Writer
Melissa Bean
RIA
Mesirow Hires JPMorgan's Melissa Bean to Lead $29 Billion Wealth Unit
Mesirow Hires JPMorgan's Melissa Bean to Lead $29 Billion Wealth Unit
Mar 14, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
Wealthsimple sign
WealthTech
Wealthsimple Unveils No-Fee Trading
Wealthsimple Unveils No-Fee Trading
Mar 14, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
business technology handshake
WealthTech
Oranj and MoneyGuidePro Integrate
Oranj and MoneyGuidePro Integrate
Mar 14, 2019
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Wedbush securities
RIA
Wedbush Securities Names Christopher Mone Head of Wealth Management
Wedbush Securities Names Christopher Mone Head of Wealth Management
Mar 14, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
walking on campus
Industry News & Trends
FPA to Offer Self-Study Course on College Funding Advice
FPA to Offer Self-Study Course on College Funding Advice
Mar 12, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
wealth management apps
Financial Planning
Survey: Wealth Management Mobile Apps Fall Short
Survey: Wealth Management Mobile Apps Fall Short
Mar 11, 2019
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2 Min Read
bySamuel Steinberger, Senior Technology Editor
fraud
Retirement
Brokerage and Retirement Account Fraud Jumped in 2018
Brokerage and Retirement Account Fraud Jumped in 2018
Mar 9, 2019
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2 Min Read
byMichael Thrasher, Staff Writer
Goldman Sachs
ETFs
Goldman Sachs Launches Suite of Thematic ETFs
Goldman Sachs Launches Suite of Thematic ETFs
Mar 9, 2019
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1 Min Read
byDiana Britton, Managing Editor
welcome to wealthfront
WealthTech
Wealthfront Supporting One-Off Goals
Wealthfront Supporting One-Off Goals
Mar 8, 2019
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2 Min Read
bySamuel Steinberger, Senior Technology Editor
etoro
Digital Assets
eToro Platform Now Available In US, Though Limited To Crypto
eToro Platform Now Available In US, Though Limited To Crypto
Mar 8, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Eric Trump and Donald Trump Jr.
RIA
Financial Advisor Caught Up in Trump Controversy Over Undocumented Workers
Financial Advisor Caught Up in Trump Controversy Over Undocumented Workers
Mar 8, 2019
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Cetera building
RIA
Cetera Nabs Team Focused on Working Class from LPL
Cetera Nabs Team Focused on Working Class from LPL
Mar 7, 2019
|
1 Min Read
byDiana Britton, Managing Editor
SkyView Partners office
Real Estate
Succession Lending Rebrands to SkyView Partners in Move Toward Investment Banking
Succession Lending Rebrands to SkyView Partners in Move Toward Investment Banking
Mar 7, 2019
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1 Min Read
byDiana Britton, Managing Editor
LifeYield's office.
RIA
Carson Group CMO Joins LifeYield’s Advisory Board
Carson Group CMO Joins LifeYield’s Advisory Board
Mar 6, 2019
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byMichael Thrasher, Staff Writer
rising money
RIA
Credit Union-Focused B/D Announces Record 2018 Revenue
Credit Union-Focused B/D Announces Record 2018 Revenue
Mar 5, 2019
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1 Min Read
byDiana Britton, Managing Editor
investment portfolio
High Net Worth
Cambridge Associates: HNW Investors Should Have 40 Percent in Private Placements
Cambridge Associates: HNW Investors Should Have 40 Percent in Private Placements
Mar 5, 2019
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Industry News & Trends
CFA Test Goes Digital
CFA Test Goes Digital
Mar 5, 2019
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byDiana Britton, Managing Editor
Napster
WealthTech
Financial Services Faces the Music
Financial Services Faces the Music
Mar 5, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Rockefeller Center in New York.
RIA
Merrill Lynch CTO Leaving for Rockefeller Capital Management
Merrill Lynch CTO Leaving for Rockefeller Capital Management
Mar 4, 2019
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byMichael Thrasher, Staff Writer
Massachusetts Secretary of the Commonwealth William Galvin
WealthTech
Massachusetts Securities Division Forms Fintech Group
Massachusetts Securities Division Forms Fintech Group
Mar 2, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
Ric Edelman
Digital Assets
Ric Edelman Forms Crypto Council for Advisors
Ric Edelman Forms Crypto Council for Advisors
Mar 1, 2019
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bySamuel Steinberger, Senior Technology Editor
LPL office doom
Industry News & Trends
LPL Takes Employees Back to 'Doom'
LPL Takes Employees Back to 'Doom'
Mar 1, 2019
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Florida
RIA
Dynasty Hires Raymond James Veteran to Run New Florida Headquarters
Dynasty Hires Raymond James Veteran to Run New Florida Headquarters
Mar 1, 2019
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stressed businessman
Industry News & Trends
More Efficient Does Not Equal Less Stressed
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AdvisorBid
WealthTech
AdvisorBid Launches Public Profiles for Every RIA
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byMichael Thrasher, Staff Writer
Erika Karp (L) and Sari Kessler
Professional Development
Cornerstone Capital Group Receives LGBT Certification
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