Cambridge Hires API Consultants From INVENT To Redesign Tech
The independent broker-dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT.
Read MoreThe independent broker-dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT.
Read MoreThe five-employee multi-generational family-run advisory firm serves investors in Alabama.
Read MoreThe addition of The Parker Group, which joins Baird from Morgan Stanley, marks the 11th private wealth management office in the state for the wealth management firm.
Read MoreTo spend or not to spend, that will be the question asked by all advisors looking at their 2021 tech budgets.
Read MoreThe individuals set to make an impact on wealth management in 2021.
Read MoreWe’re betting that the folks here will, in their own ways, have some outsized influence on the industry in the years ahead.
Read MoreShould Joe Biden win the president election, Caroline Crenshaw will likely have an expanded opportunity to help guide the agency’s priorities.
Read MoreThe 34-year-old is heading Adasina Social Capital, a new initiative from Robasciotti & Philipson that seeks to make its custom social justice index and other investment strategies more accessible to the general public.
Read MoreCarter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.
Read MoreRunik Mehrotra and Vise co-founder Samir Vasavada see huge potential in building better investment management technology for advisors.
Read MoreGeorge Nichols III, the first Black president and CEO of the American College of Financial Services, recently outlined an aggressive yet practical plan to put more Black Americans on a path to upward mobility and wealth creation, and set out a commitment to double the number of Black advisors by 2027.
Read MoreSamantha Russell's educational how-to blogs, social media posts, email newsletters and YouTube videos have been empowering advisors to take digital marketing by the horns.
Read MoreIRA assets could be distributed based on oldest beneficiary’s life expectancy.
Read MoreIRA assets could be distributed based on oldest beneficiary’s life expectancy.
Read MoreKimberly Sanders is co-head of LPL's Strategic Wealth Services, the first premium affiliation model in the IBD space.
Read MoreLuke Winskowski readily admits that Thrivent's effort to rebrand itself as an advice-driven company is a “significant effort” for a legacy insurance company.
Read MoreYang Xu's TradingFront was built, at least for now, to serve the needs of small to midsize RIA firms and breakaways looking to set up shop.
Read MoreCraig Young, one of the youngest members of Andy Sieg's executive leadership team at Merrill Lynch, is charged with ensuring all 14,000 of the Thundering Herd are working toward the same goals.
Read MoreState legislature passes bill creating a post-mortem right of publicity.
Read MoreBe open-minded about new ideas and solutions from beyond your office and professional network.
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