Hardware and software

Eighty percent of advisors use portals. Many clients say they're not happy.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

To find out where the technology is at work, ask Siri two questions.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.