Tech Reporter

Apr 19, 2025

View in Browser

ALM | ThinkAdvisor

Tech Reporter

News

Schwab Takes Minority Stake in Wealth.com

By John Manganaro

The AI estate planning platform's CEO calls the deal “the foundation for something much bigger.

Raymond James Launches Proprietary AI Search Tool

By John Manganaro

The tool lets advisors search the firm's internal knowledge base and receive precise, tailored information.

News

SEC Won't Modify Texting Settlements for LPL, Raymond James, 14 Others

By Melanie Waddell

Sixteen firms sought to change their off-channel messaging orders, saying firms that settled later got better terms.

Mariner and Vanilla Strike Estate Planning Deal

By Janet Levaux

The arrangement gives all of the $560 billion RIA's 700-plus advisors access to the tech firm's platform.

News

Mercer Advisors Expands Held-Away Account Services With Pontera's Support

By John Manganaro

The new program streamlines advisors' ability to provide and implement advice on clients' qualified investment accounts.

12 Trends Shaping the Future of 401(k)s

By Lynn Cavanaugh

New technology is paving the way for retirement plan offerings that are personalized and more widely available.

Resources

4 Reasons To Sell Simplified Issue Disability Income Insurance (SIDI)

Sponsored by: Illinois Mutual Life Insurance Company

Want a faster, simpler way to help clients protect their income? Learn how this disability income solution delivers speed, flexibility, and competitive rates.

LEARN MORE

WEBCAST DATE: April 23, 2025

Guiding Clients Without Heirs | Key Strategies for Advisors

Sponsored by SS&C Advent

Join this webcast to discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes.

LEARN MORE

Connect With ThinkAdvisor

About Us | Privacy Policy

150 E 42nd St | New York, NY 10017 | 1-877-256-2472