Rise Growth Partners, the RIA investing company launched in 2024 by former United Capital CEO Joe Duran, has made a minority investment in Cyndeo Wealth Partners, a Florida-headquartered registered ...

Investment news for financial advisors about the ramifications of the war in Iran, concerns about private credit, and ...

A new study indicates that women remain underrepresented in leadership and advisory roles across the industry, though the pipelines to those roles continue to strengthen. According to FINTRX, a data ...

Stonegate Investment Group is the largest team to join NewEdge Advisors’ pillar channel, the firm’s W-2 employee acquisition model.

AdvisorEngine Portfolio Solutions debuts turnkey asset management program offering 1,500+ investment strategies for RIA firms ...

After hiring 600 new advisors last year, Thrivent plans to add another 600 this year, about one-third expected to come through its virtual advice channel.

There were 86 entries for AI-driven wealthtech at this year’s Citywide Future Proof Conference. RIAs expressed a cautious approach to implementation.

Big tech companies spend 100% of cash flow on AI infrastructure, raising concerns about sustainability and market volatility ...

Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Advisory tech firm VRGL restructures platform into three tiers for wealth management companies seeking customizable workflows ...

DB plans work because participants must remain at their employer for 20 to 25 years. Even then there are issues finding them when they move or getting the plan sponsors to honor their commitment. The ...

Kimberly Flynn of XA Investments discusses how interval and tender offer funds give financial advisors new private market ...