The latest in financial #AdviserTech — December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
This month’s edition kicks off with the big news that BlackRock is making a billion-dollar bet on the future of direct indexing, acquiring the No. 2 player, Aperio, just weeks after Morgan Stanley acquired the No. 1 direct indexing provider, Parametric, which given BlackRock’s sheer mass and dis
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