Author: narayan

In this age of increased focus on private market exposure for private wealth clients, AlphaCore Wealth Advisory, a La Jolla,

iAltA Holdings Acquires Wealth Technology Platform Precept iAltA Holdings, the private markets infrastructure company, has acquired Precept, a wealth technology

LPL Financial fielded several questions on its first-quarter earnings call about the impact of artificial intelligence on its business model,

Hightower, one of the original registered investment advisor consolidators, is continuing to hone its “Hightower 3.0” strategy to help its

The wait for the jury trial between Edelman Financial Engines and Mariner Wealth Advisors is going into extra time due

SEI, a fintech and management accounts provider, is partnering with global alternative asset manager Carlyle to expand access to private

Despite significant advances in cybersecurity technology, the financial services industry continues to confront a familiar reality: most cyber risk originates

Most RIAs I’ve talked to aren’t using artificial intelligence to its full potential. Data shows that large firms mostly use

There’s been a noticeable shift in how advisors approach decisions about their business. Not necessarily in whether they’re exploring change, but in

A former Cetera Financial employee has filed a lawsuit against the firm and her former supervisor, claiming she faced adverse