Investment technology

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

The firm's chief Eric Clarke says there are multiple suitors.

Advisors should be increasingly aware of how banks are shaping client expectations.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

The partnership will likely help both industry titans with their long-term strategic plans.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

The technology is poised to upend the industry. Advisors are still waiting.

The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.

Advisors say they have concerns about an upcoming recession, according to a new survey.

While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.

Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

"Asset managers, like many businesses today, are being asked to do more with less," an executive says.