“The largest overall challenge facing bank wealth management programs is their ability to hire, train and retain productive & ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...

Find out if Jump is right for your business ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...

The advisor technology platform provider and consultancy Milemarker has added its own chief technology officer. The firm, which was launched and co-founded by industry executive and serial ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...