Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...
The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.
