Advisor Group - search results

We'd like you to meet Jason Lish, Chief Security, Privacy And Data Officer of Advisor Group, the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets...

Advisor Group, the nation’s largest network of independent wealth management firms, today announced the launch of significant enhancements to MyCMO

Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...

The CEO of international financial advisory deVere Group, Nigel Green, has recently issued a statement noting that anecdotally, the firm is experiencing unusually high numbers of clients requesting assistance with its citizen and residency service.

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...

Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...