Why XYPN Ended Its Tax Service for Advisors
By Jeff BermanThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.
September 15, 2023
How Joe Duran Plans to Boost RIAs' GrowthHis new venture, Rise Growth Partners, will start with a small group of firms in 2024.
September 15, 2023
Here's Why Schwab Continues to Lose TD Advisory AssetsIn August, its core net new assets fell 64% from July to $4.9 billion; they dropped 89% year over year.
September 14, 2023
8 Marketing Rule Documents the SEC Requests During ExamsThe agency has already fined firms that have failed to comply, and it's looking for more offenders.
September 14, 2023
Dynasty Names Industry Veteran Its First Vice ChairmanAndrew Marsh's appointment was one of several executive changes Dynasty announced Thursday.
September 13, 2023
Tifin Gives Small Firms Free Access to Investing Platform Through FPAFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 13, 2023
New FP Alpha Tool Lets Advisors Upload Clients' Insurance DocumentsAdvisor tech expert Joel Bruckenstein called the tool "important" and the "first of its kind."
September 12, 2023
Joe Duran Unveils New VentureThe former United Capital founder and CEO plans to launch Rise Growth Partners in 2024.