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“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
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"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”October 21
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.May 31
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Financial advisors, broker-dealers, custodians and other firms are trying to do their part amid a public health and economic crisis.May 1
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Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.April 9
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The next big institution is going after fintech, but there’s still a long road ahead.August 5
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The new open architecture platform will minimize the “swivel chair experience” for advisors.June 11
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Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.February 13
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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.January 31
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Can smart speakers meet the level of sophistication and security needed for wealth management?November 7
