Softbank Leads Funding Round for Wealth Management Startup Zoe Financial The SB Opportunity Fund led a $10 million Series A investment round in the company that connects investors to financial advisors. Michael Thrasher May 18, 2021
This content is from: Wealth Management MoCaFi and Wole Coaxum’s Determination to Close the Racial Wealth Gap Gary Stern May 13, 2021
This content is from: Wealth Management Riskalyze Walks Back Claims Against Competitors, Updates Website Michael Thrasher May 13, 2021
This content is from: Wealth Management Orion Defends HiddenLevers After a Competitor's Public Attack Michael Thrasher May 12, 2021
Reddit, Retail Investors, and a Reassuring Lesson for Advisors It’s easier than ever for people to trade stocks on their own, but a new report shows self-directed investors are seeking formal investment help. Michael Thrasher May 11, 2021
The Pandemic’s Permanent Mark on Wealth Management M&A Buying and selling advisory businesses will never be the same, according to a new report. Michael Thrasher May 10, 2021
Recruiting Startup FA Match Plans to Help Firms Tap International Markets RIAs are increasingly competing with the biggest wealth managers for international and multinational clientele. FA Match is eager to help them. Michael Thrasher May 07, 2021
Sponsored The Case for Global Listed Infrastructure Sponsored by New York Life Investments December 21, 2020
Dynasty Financial Partners Will Become Minority Investor in RIAs CEO Shirl Penney explains why his company will begin acquiring stakes in wealth management firms. Michael Thrasher May 04, 2021
A Headache to Retirees Spells Opportunity for Wealth Managers Nearly a quarter of plan sponsors do not offer any retirement income solutions. Financial advisors should lean into that. Michael Thrasher April 28, 2021
EY Client Report Details Good, Bad, and Ugly News for Wealth Managers Changing investor preferences — across ages, geographies, and levels of wealth — could play into strengths, or cause pain, at advisory firms. Michael Thrasher April 22, 2021
Sponsored Special Report: Managing Growth in this Wild Year of Disruption Sponsored by SEI December 08, 2020
Schwab and TD Ameritrade Merge Advisor Referral Networks, Cut Number of RIAs in New Program Michael Thrasher April 21, 2021
Wealth Manager Deal Activity Sets ‘Transformative’ First Quarter Record Michael Thrasher April 08, 2021
Vise Said $800 Million Was Coming. A Founder Explains Why $144 Million Has Arrived. Michael Thrasher April 07, 2021
What Is Differentiating Ethic, a Direct Indexer for Advisors That Just Raised $29 Million Michael Thrasher March 31, 2021
CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’ Greg Bartalos March 30, 2021
Schwab, TD Ameritrade Leadership Address Advisor Complaints About Service Michael Thrasher March 30, 2021
