3+ day, 14+ hour ago   (408+ words) Assistant Named ‘Robin’ Enables Financial Institutions To Build And Adapt Operational Workflows In Plain English San Francisco-based Feathery announced the launch of Robin, a financial services AI operations assistant that enables insurance, wealth management and banking enterprises to build and…...

4+ day, 14+ hour ago   (803+ words) The Firm Teams With Advisor/Author Cary Carbonaro To Launch The Women & Wealth Masterclass That Trains Financial Planners To Better Serve Female Clients. Amplified Planning announced on Wednesday that it teamed up with Cary Carbonaro, Managing Advisor at Ashton Thomas…...

1+ week, 4+ day ago   (1028+ words) Plus Our Deals & Recruiting And WSRIA Roundups, Client Interaction Before Meeting, Paths To Growth And Ownership, Rollover Compliance Resets, A Focus On Culture, Thoughtful Dealmaking, What Advisors Want, Vanguard Buying Altruist, Sagient’s Mentorship Program And LPL’s Recruit We are excited…...

1+ week, 5+ day ago   (152+ words) The Wealth Consulting Group’s Jimmy Lee Discusses The Evolving Advisor Role, AI And Career Opportunities With Laurie Stack Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of National Expansion. Osaic’s Shannon Reid Discusses…...

1+ week, 5+ day ago   (152+ words) Wealth Strategies Financial Group’s Mike Amine Discusses Independence, Team Development And Inclusion With Laurie Stack Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of National Expansion. Osaic’s Shannon Reid Discusses Leadership, Advisor Retention…...

1+ week, 5+ day ago   (306+ words) New Group Adds Estate, Tax And Advanced Planning Support Across Sowell And Cache River Platforms Mitigating clients’ tax burdens is an important feature of APG. The tax overlay discipline will be overseen by JR Quraishi, Sowell’s Director of Tax Planning,…...

1+ week, 5+ day ago   (159+ words) Hue Partners’ Emily Blue Discusses RIA Valuations, Talent Retention And Succession Planning With WSR’s Editor in Chief This episode is sponsored by Ascentix Partners. Sierra Ridge Advisor Group Will Launch Its Own RIA On Cetera’s Blueprint Platform As Part Of…...

2+ week, 2+ day ago   (729+ words) Cerulli Says Asset Managers Must Be More Deliberate About Tech, Data, Specialist Roles And Practice Management Resources To Meet Advisors’ Needs. “Asset managers must therefore be more deliberate about where they invest in technology, data, specialist roles, and practice management…...

2+ week, 4+ day ago   (819+ words) Plus Our Deals & Recruiting Roundup, FP Transitions’ New Tool And COO, MAI’s And Stratos’ Acquisitions, CAIS’ Alts Options And TAG’s And Wealth Consulting Group’s Milestones Continuing with our third quarter theme of M&A and capital strategies, there are many…...

2+ week, 4+ day ago   (827+ words) Referrals Start The Prospect On A Due Diligence Process. Your Firm’s Touchpoints On That Path Can Earn The First Meeting. A few months ago, I was speaking with the leadership team of an advisory firm about thought leadership and advisor…...