Author: narayan

Solving for organic growth has been the bogeyman for many a wealth management firm for years now.  While markets continue

Envestnet appointed Jonathan Linstra as chief growth officer in a newly created role designed to advance the wealthtech company’s dual

Vanguard announced it has lowered expense ratios across 53 funds, totaling nearly $250 million in fee reductions for 2026. The

Raymond James, the wealth manager and investment bank that was touting its long-term recruiting focus on earnings this week, announced

A Long Island-based investment advisor will spend six years in prison after being convicted of defrauding clients out of more

This week, a handful of wealth management CEOs championed their advisor recruiting and retention efforts on quarterly earnings calls.  Raymond

FINNY has partnered with Osaic to provide its AI-powered prospecting and marketing platform to the independent broker/dealer’s thousands of advisors.

Last fall, LPL Financial reported 80% retention of Commmonwealth Financial Network assets. As of today, that’s in the low 80% range

Charles Schwab announced several senior leadership changes Thursday afternoon and plans to combine its wealth advisory and banking services into

When Barry Ritholtz and Josh Brown started Ritholtz Wealth Management in 2013, their plan was to build a partnership model