Browsing: Advisor

Matan Grinberg, co-founder and CEO of the AI coding startup Factory, said in a post on X on Wednesday that he fired VC Chris Degnan from his role as a board advisor. Grinberg alleges that Degnan shared confidential information with Factory’s biggest competitor, Cognition.

Online paid directories. Third-party referral services. Client testimonials. There are any number of different marketing levers that financial advisors can push or pull to try to grow their business. But which ones really deliver ROI for advisory firms, and which don’t? 

A former East Bay financial adviser was sentenced on Wednesday to nine years in federal prison for running a decades-long Ponzi scheme that defrauded investors out of nearly $10 million, authorities said.

Envestnet’s Third Tech Release of 2026 Expands Report Studio, Streamlines the Client Portal, and Connects Tamarac Trading Data Directly into Tamarac CRM

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New research tracking Form ADV disclosures finds registered investment advisors embracing artificial intelligence are growing headcount, not cutting it. SEP 04, 2026 By Steve Randall

New bundled offerings will make it easy for students to combine Mentor Plus’s advisory training with UAC’s other certifications, coaching, and courses.

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic growth operating system for the wealth management industry, to help advisory practices connect their organic visibility efforts with paid digital advertising.

Socium IT’s client-facing lifecycle management and back-office software is now available to the rest of the channel.

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