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
Datalign Raises $9M Seed to Advance AI Financial Advisory Solutions
February 11, 20258 min
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management
FTSE Russell Indices Added to Syntax Direct Platform
February 4, 20254 min
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform
Jump Closes $20 Mn Series A Funding Round, Led by Battery Ventures
February 4, 20259 min
New funding will accelerate Jump’s rapid growth, drive development of advanced artificial intelligence (AI) tools to increase productivity and streamline client interactions for financial advisors
AlphaCore Merges with enTrust Wealth Advisors in Southern California
February 3, 20255 min
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources.
Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Wealth.com Adds Dan Bolton as Head of Marketing
January 27, 20256 min
Bolton brings deep wealthtech marketing expertise to wealth.com and will play a key role in enhancing its mission to transform estate planning and empower financial advisors