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Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.

Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

wiss banking giant UBS has warned its clients that regulatory crackdowns could result in making Bitcoin unsuitable for professional investors. Citing China's recent crackdown on mining, and the growing concern over crypto in the UK and US, UBS is advising clients to shy away from these risky assets.

In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks serving companies and investors across the financial technology and data & analytics industries.

Cryptocurrencies, in particular Bitcoin, have come under recent criticism for being environmentally unfriendly, specifically for the energy it takes to mine and transact with digital assets. Most recently, Tesla founder Elon Musk triggered a wave of volatility in Bitcoin after he opined that the digital currency was not energy efficient.

Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a strategic partnership through which iCapital will provide private market investment opportunities complementing the sub-advisory solutions currently available to the Allfunds global distributor network.

This week, as part of its annual W Forum event, a conference focused on women financial advisors and home office staff, Advisor Group reported inflows of more than $1 billion in net new assets for the month of May to the company’s Wealth Management Platform.

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including a broad array of financial institutions, wealth managers, and lenders, enhancing consumers’ financial management and control as cryptoasset investing reaches the mainstream.