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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.

JPMorgan is back on the fintech circuit with its second acquisition in the span of a few short weeks. Pop sensation Britney Spears and her conservatorship battle also made an appearance in this week’s roundup, while Robinhood is riding the IPO wave.

Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth, lower operating costs and improve the client experience.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.

Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce it has joined the Paxos Settlement Service, the blockchain stock settlement network powered by Paxos Trust Company. Paxos is the first regulated blockchain infrastructure platform that uses technology to tokenize, custody, trade and settle assets.

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.

Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...