Industry Briefs

he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.

After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.

Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...

Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.

Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.