Vanilla Granted Patent for Its Estate Planning Technology
By Dinah Wisenberg BrinSeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 24, 2025
UBS Ditches BlackRock’s Aladdin PlatformThe bank ended the agreement earlier this year and is moving key elements onto its own systems.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 24, 2025
CFP Board Starts Search for Next CEOSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
July 23, 2025
Social Security to Keep Paper ChecksSen. Elizabeth Warren said Wednesday that she has received key commitments from SSA Commissioner Frank Bisignano.
July 23, 2025
First-Half U.S. Death Count Still 10.6% Higher Than Before COVIDA veteran actuary says she thinks the increase is more than a statistical fluke.