WealthManagement Edge

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive.

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.