Insight Solutions gives advisers access to additional client data points for a fee
Potential partnerships include deals with other TAMPs or with a private equity firm, according to one source
The acquisition comes just one month after Refinitiv launched the Digital Investor tool
Digital signatures and virtual client meetings were the most adopted technologies, according to the study
The goal is to establish long-term relationship and move conversations toward additional services
Consumers are reporting more problems with credit reports and money-transfer services
The New York bank’s $20 billion in AUM will make it the largest on LPL's platform
Advisers can automate time-consuming back-office and administrative tasks, which can make their practices run more efficiently and profitably
The new functionality provides metrics via a web-based dashboard
The company serves as a fund administrator for Pimco, Centerbridge and other money managers
Widespread acceptance of online platforms is creating opportunities for customized client experiences
The popular strategist will utilize data and technology to deliver new products to advisers
Silicon Valley-based La Meer rolled out three online portals to help advisers comply with new regulations
Timeline will use the cash influx to enhance the API technology behind it’s calculation engine
The app is available for Android and iOS users
Merrill Lynch, UBS and Wells Fargo have all adapted to an increase in digital adoption, according to second-quarter earnings reports
More top-level departures are expected as the $26 billion megamerger draws nearer
Blockchange gives advisers discretionary management over digital assets including Bitcoin, Ethereum, Bitcoin Cash and Litecoin, among others.
Applicants who received funds can fill out forms on the AICPA site
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
