WealthManagement Edge

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

One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be...

Hughes Financial Services is one of three firms to join Bluespring last year.

Savvy Wealth Investment Management is the latest update to the RIA’s responsive, tech-driven platform.

Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.

Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.

Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.