Plan sponsors were slow to change record keepers during the second quarter and some even waived fees, according to Principal Financial Group
The wirehouse integrated its legacy planning and portfolio analysis tools into a redesigned interface for advisers
Use of advisory firm portals has risen 20% since the pandemic began
Digital advice providers were well positioned to transfer to remote work resulting in an increase in new business
The trading app is revealing the data for the first time, in the wake of a surge in online dealing among people stuck at home during the coronavirus pandemic
The shift to virtual may have been messy, but new ways of working and communicating have become the norm
Just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality
The move would be a first by the industry’s largest TAMP by assets
The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
The brokerage plans to integrate the popular thinkorswim, thinkpipes and iRebal tools
The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers
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
