The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
The rise of AI doesn't have to mean you're about to be obsolete. Instead, this latest tech could become your most productive business builder.
Together, the companies serve more than 300 banks across the United States with a combined $3 trillion in assets under management.
Many fraudsters are playing off of investors’ fears of economic uncertainty to perpetrate their scams.
A new generation of registered investment advisors are just building fintech themselves, since what's on the market falls short of the digital experience they want to offer.
The new Content+ module on Hearsay identifies content across the internet and curates it into thematic collections.
Disclosure and operating issues impacted more than 25,000 client accounts and resulted in $4 million of potential tax benefits lost, according to the SEC.
This month's highlights includes Altruist's purchase of Shareholders Service Group, BlackRock's closing of the retail arm of robo FutureAdvisor and Absolute Engagement's launch of an engagement tool.
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
Charles Schwab executives had hinted at possible hiccups ahead of the massive account migration coming in September.
Wilcox blames the low level of adoption on some tools on the fact that firms aren't spending enough time training advisors on the technology after they invest in it.
Most advisors are avoiding recommending cryptocurrencies to their clients, a CoreData Research survey found.
The Los Angeles-based custodian's latest funding round was led by Insight Partners and Adam Street Partners.
The move boosts data processing speed and establishes a modern infrastructure to build out the firm's vision for an all-in-one technology suite.
Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
Portrait Analytics believes its AI will eventually be able to do everything a junior investment analyst can do.
A multistate investigation of the problems in 2020 cited Robinhood for technology failures as well as lack of diligence in approving options trading.
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
Modern Life is adding long-term care and hybrid long-term care products to its menu of insurance for financial advisors.
Elements provides a mobile Scorecard app that evaluates a prospect’s financial data and provides an evaluation score across 12 measurements.
