2+ day, 18+ 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, 18+ hour ago   (957+ words) News Featuring WealthReach, Feathery, FINNY, NewEdge, DeepVest, SEI, Mili, AmeriFlex, Practifi, AssetMark, Osaic And FP Alpha The companies said the SageContent connection also works in reverse, using WealthReach content intelligence to identify topics and send them to SageContent for script…...

4+ day, 19+ hour ago   (1368+ words) Acquisitions By Allworth, Sequoia, Savant, F.L.Putnam And Summit; Aquiline Invests In Flourish; New Mountain Exits Lincoln Investment; Recruiting By NewEdge, Prospera, Cetera And Osaic; And An Appointment By Merit Aquiline agreed to invest in Flourish, a wealthtech platform owned by…...

4+ day, 20+ hour ago   (969+ words) Congress Should Enact Legislation On Advisor Compensation, Financial Exploitation, Tax Treatment For Investors, Protection For ‘Abandoned’ Investments And The Taxation Of Fraud Victims Now that members of Congress have returned to Washington, they have an opportunity to advance several bipartisan…...

1+ week, 3+ 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, 3+ day ago   (430+ words) Moves Come As $15 Billion Firm Continues Broader Leadership Transition Bellevue, Washington-based wealth management firm Coldstream appointed Megan Hannah as Chief Client Experience Officer and promoted Ian Curtiss to lead the firm’s Wealth Strategy Group as Chief Wealth Strategist and Wealth…...

1+ week, 4+ 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, 4+ 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,…...

2+ week, 1+ 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, 1+ day ago   (761+ words) Culture Increasingly Makes The Difference When Advisors In Motion Choose A New Home In practice, this means the industry’s next phase of growth will belong to organizations that invest in people, not just platforms, while also encouraging advisors’ natural entrepreneurial…...