Fintech
Fintech
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Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.
June 12 -
The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.
June 12 -
Players on both sides of the fence are being forced to rethink past practices.
June 11 -
The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11 -
Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.
June 7 -
Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.
June 6 -
It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.
June 5 -
The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.
June 5 -
The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3 -
The tech stack is about much more than efficiency and scale.
May 29