Advisor360, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that detects, enriches and batches new-account documents submitted by financial advisers.
Called Automated Document Bundling, the upgrade allows broker-dealers to complete new-account case volumes faster by reducing the number of cases and enriching information across multiple documents, decreasing processing times and room for human error, the company said in a release.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
