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Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

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 drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

It's a small world, after all. VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators...

A first-ever-of-its-kind twelve-session blockchain educational course is currently being created for high school & community college students under the leadership of respected educators Professor...

By Christopher Hamman Earnings calls and reports revealed secrets many companies would have loved to keep out of...

It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...