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Third-party providers can boost AUM, but due diligence is critical.
February 26 -
If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."
February 20 -
Newcomer F3Logic makes an impressive $2.5 billion debut.
November 28 - To win over advisors, don't force tech changes: Q&A with In|Vest speaker, HD Vest's Crystal Clifford
Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.
November 7 -
With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.
September 5 -
Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.
October 11