Vince Hockett will leave the advisor network after it has more than doubled its membership to 2,401 advisors and widened its ...

Docupace, the back-office automation provider to many RIA firms, has announced the availability of Docupace Next 1.0, the ...

With its announcement of the launch of a chartered retail trust company, online estate planning provider Trust & Will is ...

Redacted by IDIQ’s Ken Eiden talks about cybersecurity, AI and how advisors can take a more proactive approach to protecting ...

As Veritant works to restore confidence in its lists following a payment scandal, the company is hopeful all the big firms ...

SaaS platforms that don’t adapt and continue to charge flat, subscription-based fees will soon face a winnowing.

Eden Ovadia, is co-founder and CEO at FINNY, the AI-powered prospecting and marketing platform built specifically for ...

Reports from DeVoe, Piper Sandler, and Fintrx show a lighter Q3 deal market, but see no signs of slowing among capital-backed ...

Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed RIA, using the RIA’s proprietary tech stack ...

SEI, a $2 trillion asset manager and tech provider to RIAs, has brought on industry veteran Kristie Edling-Day to handle ...

State regulators are fining Wells Fargo and Merrill Lynch over allegations that they charged unreasonable commissions on ...

Hoge-Barrett Group, led by Brett Hoge, manages over $3 billion in assets and marks Captrust's seventh North Carolina office.