Investmentnews Email Newsletter: Advisor360 sets up next growth phase with ex-Merrill Lynch leader (June 11, 2024)

Advisor360 sets up next growth phase with ex-Merrill Lynch leader

The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.

The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.

The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.

New Deloitte report predicts shifts in generative AI could threaten advisors who don’t go beyond transaction-based relationships.

The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.

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Advisor360 sets up next growth phase with ex-Merrill Lynch leader

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