Condor Capital Wealth Management’s fourth-quarter Robo Report, released this week, examines the portfolios and performance of ...

Traditional CRM systems are a significant advantage, but wealth managers must embrace next-generation platforms designed specifically for private banking and wealth advisory. These systems should ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...

The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...

As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

SignatureFD wants to stay independent yet be competitive with investor-backed firms writing big checks, its CEO says.

Cary Carbonaro provided a blueprint for wealth management firms and investors ahead of the looming transfer of tens of ...

Cresset Partners, a Chicago private equity entity focused on alternative investments, announced that it has been renamed Peakline Partners, refelecting its growth and evolution into an independent ...

Mowery & Schoenfeld Wealth, a leading financial advisory firm, is proud to announce its inclusion in Newsweek’s list of ...

Robin Cook began working full time with Suncoast Equity Management the day following Hurricane Ian in September of 2022. She ...

Hershey Wealth Advisors, an advisory firm with $233 million in assets under management in Hershey, Pa., has joined Merit Financial Advisors after about eight years with the Triad/Osaic family. Hersey ...