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PHILADELPHIA, PA — Most of the nation’s top-ranked financial advisory firms are absent from artificial intelligence-generated recommendations, according to a new study by Philadelphia-based Gregory, raising questions about how wealth …
AI Searches Favor Specialist Financial Advisors, Study Finds Read More
BERWYN, PA — Envestnet is expanding access to customized investment portfolios for registered investment advisers and broker-dealers through programs that combine asset manager-designed strategies with outsourced trading, billing and reporting, …
Envestnet Expands Custom Portfolio Access for Financial Advisors Read More
VALLEY FORGE, PA — Financial advisors are adopting artificial intelligence and portfolio-management tools to reduce administrative work, but 72% still want more time for prospecting and strengthening client relationships, according …
Vanguard Survey Finds Advisors Still Short on Client Time Read More
VALLEY FORGE, PA — Vanguard has introduced customizable model portfolios for financial advisors, expanding its wealth-management offering with tools designed to let firms tailor investment strategies to client preferences without …
Vanguard Adds Custom Models to Scale Advisor Personalization Read More
PHILADELPHIA, PA — Intention.ly is expanding into recruitment marketing for registered investment advisers and broker-dealers, seeking to capitalize on growing demand for financial advisors as the industry faces an expected …
Intention.ly Targets Advisor Hiring Market With New Service Read More
PHILADELPHIA, PA — Janney Montgomery Scott has introduced a tax-overlay management system for its unified managed account platform, expanding automated tax-management capabilities across a broader segment of client portfolios as …
Janney Expands Tax-Managed Investing With In-House Portfolio Tool Read More VALLEY FORGE, PA — Vanguard has introduced a new series of dynamic active-passive model portfolios aimed at financial advisors, expanding its push into the growing model portfolio market and offering …
Vanguard Expands Model Portfolio Lineup for Financial Advisors Read More BERWYN, PA — Envestnet reported that average annual retainer fees charged by financial advisors have climbed 52% since 2023 as wealth-management firms increasingly shift toward planning-focused service models and reassess …
Advisor Retainer Fees Jump 52% as Planning Models Shift Read More BERWYN, PA — Envestnet announced the availability of a first series of interval funds within its Unified Managed Account platform, allowing financial advisors to access private market investments within a …
Envestnet Adds Interval Funds to Unified Managed Account Platform Read More KING OF PRUSSIA, PA — Intention.ly announced the upcoming 2026 release of a next-generation version of its Advisor Brand Builder platform, aiming to upend how financial advisors create and manage …
Intention.ly Unveils AI Platform to Give Financial Advisors Custom Brands at Scale Read More