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Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.February 4
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Firms need to keep up with the dramatic increase in expectations for a better user experience.February 3
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Top-of-mind concerns: Industry consolidation, levels of disruption and the fate of Veo One.February 3
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In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.January 30
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The firm will move from a bank custodial platform to a brokerage platform in the second quarter — all while getting a radical face lift.January 30
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Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.January 29
CEORightSize Solutions
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The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.January 27
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In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.January 23
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“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.January 22
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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
