Promotional material featuring Ritholtz Wealth Management CEO Josh Brown for the inaugural Future Proof Festival
This interview with Ritholtz Wealth Management CEO Josh Brown was the first in a series of Q&As promoting the inaugural 2022 Future Proof Festival.
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Riskalyze CEO Aaron Klein with the company’s iconic risk number speed limit sign.
Just as risk evaluation covered more corners of the advisor’s desktop, its growth has fueled debates between psychologists and economists and led to differing approaches to risk.
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Betterment CEO Sarah Levy
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
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Edmond Walters demos an early version of Apprise Labs.
Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
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A Redtail presentation at an advisor conference.
Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.
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Image courtesy of Plaid
Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.
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Did custodians really factor in how the change would affect advisors?
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The Redtail incident cost at least one advisor a client, and shines a light on industry and regulatory inadequacies in cybersecurity reporting and enforcement.
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Image courtesy of LPL
For the first time in a long while, advisors are singing the praises of the nation’s largest independent broker/dealer.
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The Treasury’s recently released fintech report anticipates “big data” affecting wealth management.
Read MoreHere's a business-to-business look at where elite financial advisers are moving to when switching firms, as seen in Financial Planning. Most noticeably, independent firms and regional broker-dealers are increasingly appealing options among top talent.
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