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The firm will use its warchest to expand its technology stack and make acquisitions.
October 27
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The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.
October 27
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Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.
October 23
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Although in-person hearings aren’t banned outright, none have taken place since the onset of the coronavirus pandemic.
October 23
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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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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.
October 19
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The fintech plans to build out cash, checking, insurance and mortgage products.
October 16
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Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.
October 13
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“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13
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Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.
October 7
