The veteran consultant founded Wealth Consulting Partners in 2015.
Back office help is the least it can do. Now technology wants to help advisors become better at the people part of planning.
The decline prompted SkyBridge investors to ask for more than half their money back.
Ben Minicucci says Silicon Valley tech companies have “turned off” their business travel.
Altruist's Jason Wenk asks advisors if they are making the best use of their time.
It's still important for advisors just to be on social media, but it's no longer enough.
Morgan Stanley is the latest bank to require individual staff to bear some of the burden of the regulatory violations.
Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.
The layoffs threaten company pledges to boost underrepresented groups.
With YieldX's technology, FNZ will be able to offer more personalized investment solutions.
The fintech acquired Canadian account-opening specialist Agreement Express last month.
ChatGPT has already passed parts of the bar, the entrance exam for US law schools.
The firm is sending a total of $52 million to its eligible clients.
Scaramucci will be using his own money for the software venture to show support for Brett Harrison.
Heather Morgan has also billed herself as "Razzlekhan" and the "Crocodile of Wall Street."
And in the absence of advisor contact, social media will fill the void.
The partnership gives Frontier access to 55ip tech, and 55ip clients access to Frontier's risk-managed investment strategies.
The stock market's dalliance with the cryptocurrency world has been a mess.
The firm has been providing software solutions for wealth managers since 2008.
Platforms new and old are hoping to win from those departing the bird app.