of family office it has traditionally been the property of very high net worth individuals. It provides a comprehensive solution for managing the complex financial and investment needs of wealthy individuals or families. These firms, whether single offices or multi-family, often tend to their clients' every need, transcending the typical advisor-client relationship. As technology has…

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on new architecture and workflows. The software also has a new look and feel. Moneytree was originally launched in 1981 and had several different owners before being acquired by Accutech…

It's that time of year when seniors make their college bucket lists. List building is a critical part of the college admissions process, and it's all too easy to make serious academic and financial mistakes. This is especially true if parents allow 17- and 18-year-olds to choose the schools they want to attend. It is…

When talking to RIA owners and especially RIA operations professionals, the topic of fees often comes up. “What is your standard rate of charge? Have you had to lower your rates over time?” are common questions that are asked from one RIA to another. The value that clients place on traditional asset management (“stock picking”)…

Orion Advisor Solutions, a major technology provider for independent RIAs, announced a C-suite hire this week: Mark Mayo has joined as its chief financial officer. He replaces Daniel Applegarth, who previously spent 14 years in the role leaving to take on the role of CFO at Carson Group in April. Related: Financial services firms find…

Three executives, all finalists for WealthManagement.com's CTO of the Year award, recently discussed how their firms have implemented AI and what their roadmaps for the technology look like during an executive forum at the 2024 Industry Awards in New York City. “We've been trying to inject AI into meeting conversations, meeting notes, which again, just…

At the 10th Annual Wealth Management Industry Awards, Binoy Talati, Managing Director, Enterprise Solutions, iCapital Solutions, talks about the shift to alternative investment products, the challenges it presents for advisors and how iCapital's end-to-end operating system end decide how to allocate for these products. Source link

At the 10th Annual Wealth Management Industry Awards, Sarah Mulcahy, Assistant Vice President at Kestra Financial discusses her firm's commitment to providing its advisors with industry-leading technology platforms and resources to meet their needs and to benefit their customers. Source link

At the 10th Annual Wealth Management Industry Awards, Gary Carrai, Chief Product Officer of LPL Financial talks about the importance of the solution to pragmatic advisor journeys and LPL's unique position to drive value in that area thanks to its capabilities of vertical integration. Source link

At the 10th Annual Wealth Management Industry Awards, Kevin Darlington, General Manager at Broadridge discusses the access that individuals at various income levels now have to wealth management services and the exciting opportunities they now have for a brighter financial future. Source link