Far from commoditized, digital advisors' performance varies widely, according to new research.
November 23
3 Min Read
Firms have only six weeks to find a replacement technology platform.
November 18
3 Min Read
“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.
November 17
3 Min Read
A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.
November 11
2 Min Read
Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
November 10
1 Min Read
Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.
October 28
3 Min Read
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.
February 3
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.
July 17
The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
July 16
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.
July 16