The platforms' alliance will address a major barrier for advisors that want to incorporate annuity and insurance products ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

Optimize your tax strategy with these top tax-loss harvesting tips. Learn how to offset capital gains, reduce taxable income, ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the ...

Zeplyn, designed to streamline wealth management workflows, has raised $3 million in a seed funding round led by Leo Capital.

Founded in 2023 by former Google engineers Era and Divam Jain, the New York-based companys artificial intelligence (AI) ...

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman ...

If you've ever wondered how millionaires invest, you're in the right place. Not everyone builds their wealth in the same way, ...

Diversified Capital’s advisors include certified financial planners William Kriesel and Kevin Visconti, and George Nardone, ChFC, the press release said. The team previously was part of Cadaret Grant, ...