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 ...

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

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

While other units within the wirehouses struggled, the wealth divisions at Morgan Stanley and Merrill Lynch saw double-digit ...

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

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