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Far from commoditized, digital advisors' performance varies widely, according to new research.November 23
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Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.November 18
President, Wealth ManagementBroadridge Financial Solutions -
Firms have only six weeks to find a replacement technology platform.November 18
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“Platforms like this you would typically see at the larger broker-dealers and maybe the wirehouses,” says Gary Gallagher, the firm’s head of investment and managed solutions.November 17
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A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.November 11
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Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.November 10
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From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.November 3
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Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.October 28
Chief strategy officerInvestCloud
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The firm will use its warchest to expand its technology stack and make acquisitions.October 27
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The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.October 27
