The acquisition adds portfolio rebalancing and trading to the Addepar platform.
Carson Group is the latest to sign up for the three-year-old service that lets advisers allocate assets in held-away accounts like 401(k)s. It is compliance-friendly and secure, the firm says.
The process of switching investment accounts from one firm to the another is one of the most anxiety producing events in the work life of a financial adviser.
'There is no remote work. There is only work,' futurist Mike Walsh said during a session on the future of the industry at the Schwab Impact conference.
Future Proof, which will cover technology and trends, is set for Huntington Beach, California, in September 2022.
Investing apps allow investors to trade securities and share those strategies with like-minded traders. Regulators may need to consider whether they're also providing investment advice.
The bank is strengthening its investment advice offerings by adding both a robo-adviser and a hybrid adviser.
The former broker, Dalas Gundersen, sued Edward Jones in 2015, seeking damages, after three fake gay-sex ads were posted on Craigslist earlier that year listing his business phone number.
While the ProShares Bitcoin Strategy ETF is the first of its kind, there are a host of other versions coming soon. The futures-based strategy could make the tech stock volatility of the 1990s look tame by comparison, according to experts.
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's sake.
Claims that crypto is 'untraceable' and the 'perfect tax haven' have been exploded. Those who bought into this mythology have to decide what to do.
The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.
Securities and Exchange Commission Chairman Gary Gensler said his agency will determine when digital engagement practices used by online platforms cross the line into investment advice.
The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.
Active engagement is part of the fintech’s larger mission to incentivize healthy investing behaviors that align with customers' best interest, according to CEO Noah Kerner.
The digital record-keeping platform also promoted Ryan Anderson to chief product officer.
American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.
An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.
The free trading platform rolled out round the clock customer service following a recruiting spree of financial advisers turned customer service reps.
