Banco Popular de Puerto Rico

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

Oct. 16: Analysts say new products filling the void may reverse the trend.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.