WealthManagement Edge

Republic Capital Group moves from Space City to the Big Apple in a bid for proximity and talent.

Industry leaders speaking at AdviceTech.Live said they have spent significant sums of money on the development of AI to increase both automation and scale, but the human advisor remains central.

Advisor Robert Moon, who managed $500 million at Merrill Lynch’s Private Banking and Investment Group, joins Rockefeller's Global Family Office.

“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.

Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.

The upcoming service will focus on investors who do not currently meet the asset minimums at most firms.