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Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.July 13
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The latest cash influx values the fee-free trading app at $8.6 billion.July 13
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Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.July 13
Global Head of Product DevelopmentBroadridge Financial Solutions
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A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.July 13
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The funds helped the firms offset diminished revenue and preserve jobs, executives say.July 8
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The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.July 7
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Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.July 6
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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.July 2
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The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.June 29
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The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.June 27
