Far from commoditized, digital advisors' performance varies widely, according to new research.
Firms have only six weeks to find a replacement technology platform.
“Platforms like this you would typically see at the larger broker-dealers and maybe the wirehouses,” says Gary Gallagher, the firm’s head of investment and managed solutions.
A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.
From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.
The firm will use its warchest to expand its technology stack and make acquisitions.
Innovations in Investing, Saving & Advice
Lookback: In|Vest NYC
Firms need to keep up with the dramatic increase in expectations for a better user experience.
How is technology transforming advice? The custodian's head of platform strategy weighs in.
Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.