Raymond James is revealing a strategy that bridges its advisor-centric technology infrastructure with collaborative and client-facing digital tools that together comprise its “Connected Advisor” digital advice platform.
Key wealth markets are set to experience a surge of new business models and further industry consolidation akin to that of broker consolidators in the UK insurance market, as the independent financial advisor (IFA) workforce ages and new technology and capital is introduced, according to financia
Betterment, the largest independent online investment advisor, yesterday announced the next evolution of the company with the release of a new service offering, expanding the company's platform beyond a single digital product to a multi-plan advice offeri
The proposed merger between Rothschild & Co and Compagnie Financière Martin Maurel to create one of France's leading independent private banks announced last June is now successfully complete.
New research from global research and consulting firm Cerulli Associates finds that women offer a solution to the industry's impending succession crisis and talent shortage as advisor retirement accelerates.
The CFP Board Center for Financial Planning announced the findings of its blue-ribbon panel of experts who explored the future impacts of digital advice on the financial planning profession.
Many times while speaking to service providers, fund managers, and industry-insiders there is talk about how the ultra-wealthy are thrifty or cheap. Typically this talk comes from those trying to get money or fees from these families, but the topic has come up enough that Richard C.
A recent report from Family Office Exchange (FOX) has uncovered new strategies that forward-thinking advisors are beginning to use to better link value and price with their ultra-wealthy clients in the face of increasing price competition.
Financial Planning and Analysis (FP&A) experts are a pillar of any finance team, only building their models after feeling the pulse of every part of the business.
UBS Group AG and PwC presented their joint annual billionaires report, “Are billionaires feeling the pressure?” The report examines wealth creation within the billionaire segment in 2015 and singles out the transfer of USD 2.1 trillion in billionaire wea