The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors ...

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

Joe Duran, CEO of RISE Growth Partners, shares key strategies for advisors to evolve and scale their businesses at the ...

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating ...

At Nitrogen’s 2024 Fearless Investing Summit, Billy Oliverio, executive vice president and chief marketing officer for United ...

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at ...

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the ...

The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it ...

Some big investors use public REITs to gain exposure to property types that are harder to reach through private vehicles.

Former InvestCloud CEO John Wise brings over Nicole Nakashian, former COO at InvestCloud, to lead operations at his new ...

Dynasty Financial Partners has been working on Model Select in the background for some time and already manages $5 billion in ...

With independence, advisors can set their own vision and growth goals while setting the tone for their firm’s culture and ...