The deal creates the fourth largest turnkey asset management platform, behind Envestnet, SEI and AssetMark
The broker-dealer network added eConsent and eDelivery tools designed with compliance changes in mind
After the tragic death of a customer, the investment platform made significant changes. More may need to be done
The Talent Resource Center gives advisers access to information on employee retention to succession planning
The pandemic will create ways for us to improve our lives and emerge stronger and better
The custodian launched the product after hearing from advisers about the challenges with working with multiple companies
The technology determines an income-driven repayment plan and whether a client may qualify for the federal student loan forgiveness program
The research points to a 50% increase in digital marketing strategies since pandemic hit
The product includes five glide paths and can include investment options that are already on plan menus
Technology providers are deploying tools to help advisers brace for new regulatory requirements
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Digital advice players have long heralded low-cost investing, but firms are offering differentiated strategies
From live chat to interactive voice response, the broker-dealer is hoping to enhance the adviser user experience
Following an industry trend, the bank will leverage iCapital's technology to offer a white-label platform to clients
Ruchir Swarup becomes the firm's chief technology officer after almost 20 years at the asset manager
Wealth managers need to beef up tech investments to compete with larger institutions in a post-pandemic world, according to a recent study
The addition of Liberty One expands the firm's offerings beyond mutual funds and ETFs
Critics of the new platform wonder if the anonymous nature of the interactions will work for personalized deals
The regulator is encouraging innovators to reach out with specific questions or to discuss general issues
The technology uses illustrations like charts and graphs to simplify financial concepts for clients
