Investment technology

“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

It’s hard to fight inertia. Very hard.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

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.