How one broker automated the busywork slowing other LOs down

More than one-third of financial advisors are expected to retire over the coming decade, creating an urgent need for the next generation of advisors to step into leadership roles. While some practices will recruit new talent externally, others are looking closer to home. Approximately 11% of advisors with a succession plan intend to pass their…

Pontera, a New York-based technology provider serving advisors in managing held-away retirement savings assets, has announced new functionality that provides advisors with visibility into client accounts, such as 401(k)s, to guide them on recommended actions aligned with their financial goals. The move, which Pontera called non-discretionary retirement advice, is an addition to the firm’s core…

ITR Form 1 (Sahaj) is a simpler forms that cater to a large number of small and medium taxpayers (Photo: Shutterstock) 1 min read Last Updated : Jul 31 2026 | 3:45 PM IST Over 55 million income tax returns (ITRs) have been filed for AY 2026-27, with over 4.2 million filed on July…

First-time buyers purchasing property alone in England require an average of 113 months to save for a deposit and upfront costs, according to analysis of over 40,000 conveyancing quote forms. The research by home-moving comparison site Reallymoving examined data from 40,454 conveyancing quote forms submitted between June 2025 and June 2026. The findings reveal that…

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BitGo Holdings (NYSE: BTGO), one of the largest names in digital asset custody, has partnered with trading venue Spotex to bring regulated custody and prime brokerage services to institutional crypto trading. Under the new agreement, eligible clients will be able to trade digital assets on the Spotex ECN while their holdings stay safely parked with…