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Startup or low-AUM firms have options outside of the big four.
April 16 -
The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.
April 10
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About 82% of financial advisors are already using financial planning software.
April 2
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The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.
March 15
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The transaction means the TAMP will own software that serves tens of thousands of financial advisors.
March 14
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The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.
March 5
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Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1
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The move comes as competitors cut prices to entice RIAs to leave the platform.
March 1 -
The firm expects to add $10 million in revenue once the deal closes later this year.
February 22 -
Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.
February 13
