Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors and Canadian firms Conquest Planning and Wealthsimple have announced a partnership.
Stratos has taken a majority stake in one of its existing firms, San Diego-based BWM Financial, to seed the new division. Stratos Private Wealth will provide a branded, single experience for UHNW and HNW clients.
FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.
