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News
Wealth.com secures &Partners deal as estate planning tech surges
4+ day, 21+ hour ago (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...
Wealth Enhancement enters Alabama with RIA managing $462M in client assets
1+ mon, 1+ week ago (295+ words) Wealth Enhancement has agreed to acquire Cloud Investments, LLC, a registered investment advisor headquartered in Huntsville, Alabama, adding more than $462 million in client assets under management and opening the company's first offices in the state. The transaction, terms of which…...
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
Vanilla, WealthFeed land new RIA partnerships
2+ mon, 1+ week ago (518+ words) Estate planning technology provider Vanilla and prospecting platform WealthFeed have extended their respective networks this week, underscoring how quickly wealthtech vendors are locking down distribution deals with both boutique family offices and national RIA networks. Salt Lake City, Utah-based Vanilla…...