Finance

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

Positioning clients to weather market volatility and potential correction has become a top concern.

The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.

Trump's pick might have to manage a recession, given that the current expansion would become the longest ever in the next four years.

Unlike humans, the technology is not able to explain why it made a particular decision.

With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

One alternative tactic, though expensive, includes buying put options on equities or an index, according to the team.

Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.