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.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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
