Sound Income Group: The Intersection of Technology & Retirement Planning
The confluence of market turbulence and inflation has magnified the anxieties of retirees and near-retirees worried about running out of money. Sound Income Group,...
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
White Glove Launches Turnkey Estate Planning Solution
With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...
RIA M&A and Growth Rooted in Digital Transformation: Ramos
Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
Commonwealth’s Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double
How good of a year was 2022 at Commonwealth? One for the record books.
Last year, the Commonwealth Financial Network® posted the highest recruiting results...
Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
By Michael Nessim and Douglas Blake, Kingswood U.S.
Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...
Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across...
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...
Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer
Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...
TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform
BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...