Betterment for advisers on its way as firm adds trust, tax-loss harvesting products
Betterment Institutional for advisers will launch by early 2015, CEO says.
Wealthfront CEO sees his robo-adviser as the next Schwab
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
Morningstar to pay $61 million in trade-secrets settlement
The investment research firm will pay Business Logic for the software company's intellectual property.
Schwab adding Morningstar Office to its RIA platform
Deal part of custodian's integration initiative with tech product providers.
Morningstar settles software piracy case
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
Morningstar goes to trial in intellectual property lawsuit
Business Logic Corp., a managed accounts software firm, is suing Morningstar Inc., claiming the company illegally replicated some of its software
A visit to the cool and wearable future
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
5 big tech trends coming your way
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
Junxure CRM finally comes out of the workshop and into the cloud
The long-delayed release of Junxure Inc.’s cloud-based version of its customer relationship management system was finally announced on…