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The firm has been working for two years to integrate BlackRock’s risk-management system into its platforms.
May 30
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Annuity products will be on the tech giant's platform by year end.
May 16
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J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15
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A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.
April 26
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The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.
March 29
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The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?
March 26
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The new location will initially have 200 employees, most of which will be in areas like technology and wealth management.
March 15
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Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14
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A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.
March 13
Nationwide -
RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.
March 7
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Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.
March 5
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The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28
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The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.
February 27
The Rudin Group -
The largest independent digital advice platforms profited significantly from a strong M&A market last year.
February 27
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Planners must make accurate disclosures about their service models, says the regulator.
February 21
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As investment management becomes a supporting service, software providers are facing disruption.
February 20
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The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.
February 13
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As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8 -
Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7 -
Technology will bring down price. Will advisors fight it or embrace it?
January 23
