Savvy Wealth Names Ex-Pathstone GC as Legal & Compliance Head
April 17, 20256 min
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Carefull Launches ScamCheck to Protect Older Adults from Fraud
April 14, 20254 min
Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of Carefull ScamCheck, an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm. With financial fraud and scams on the rise, Carefull ScamCheck empowers users to quickly determine whether a text message, email, voicemail, or piece of physical mail is likely a scam—providing easy-to-understand results with expert-backed guidance on what...
Flourish Announces Relationship with Carson Group
April 14, 20254 min
Carson Group to Bring Held-Away Cash Solution to its Advisors
Three areas for banks to watch in 2025
April 9, 202513 min
In 2025, community banks must adapt to digital wealth solutions, avoid distractions from new core systems, and leverage payments data for growth and customer loyalty.
CAIS Launches Alternative Investments Models Marketplace
March 25, 20255 min
CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate alternatives into client portfolios.
Andrius Načajus will become the CEO of INVL Asset Management
March 24, 20255 min
The new CEO of INVL Asset Management, the leading alternative asset manager in the Baltics, as of 1 April will be Andrius Načajus, a finance executive with many years of experience. He is replacing interim CEO Audrius Matikiūnas, the company’s Head of Business Development. Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office. The Bank of Lithuania’s permission...
CAIS Names Tim Shannon and Brad Walker as Co-Presidents
February 28, 20254 min
Newly Created Leadership Structure to Enhance Coordination Between Growth-Focused Initiatives and Operational Excellence
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
February 26, 20255 min
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
February 26, 20256 min
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption
Zeplyn Welcomes Kabir Sethi to Its Board
February 13, 20254 min
Veteran wealth management technology executive will provide insight and guidance on product strategy, expanding market presence, and fostering strategic partnerships with leading financial institutions