FA Staff

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Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

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Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

Orion Goes Live With First ChatGPT Integration

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The integration will allow users to select from and, as needed, edit suggested artificial intelligence-generated responses.

39% Of Home Shoppers See A Seller's Market, BofA Says

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A majority of prospective buyers said high prices and interest rates remain a challenge when purchasing a home.

Jenna Bush Hager To Speak As Keynote At Invest In Women

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Hager joins Dr. Katy Votava, Susan Thompson, Heather Schreiber and dozens of other speakers.

FP Alpha Updates Roth Conversion Tool

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FP Alpha, a AI-driven advanced planning platform for financial advisors, has released a second-generation Roth conversion tool.

Schwab, ABRY Acquire Minority Interests In Dynasty

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The investment come almost one year after Dynasty filed for an IPO, which got shelved by the 2022 bear market.

Transamerica Introduces Universal Life Insurance Policy For Workers

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Transamerica has debuted a new universal life insurance policy designed as a voluntary workplace benefit.

Americans Now Believe They Need $1.25M To Retire, Study Says

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The report also found that Americans have upped their anticipated retirement age to 64 from 62.6 last year.

Cambridge Debuts Digital Marketing Solution

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RetireTRAC is a comprehensive retirement preparedness and planning system that can also be used as a prospect conversion tool.

CFP Board, Charles Schwab Debut Diversity Scholarship

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The CFP Board's Center for Financial Planning has partnered with Schwab Advisor Services and the Charles Schwab Foundation to offer a collaborative scholarship.

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