-
LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.
May 30 -
The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14 -
Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11 -
LifeYield makes it proprietary Taxficient Score available to individual advisors.
April 2 -
The technology underpinning Alexa can automate meetings, update clients and even deliver advice.
August 16 -
United Capital’s Mike Capelle on the principles that guided the formation of the firm.
July 14 -
Companies need to be able to pivot, and tech infrastructure can't be a hindrance.
May 4United Capital