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"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”October 21
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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.October 19
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The fintech plans to build out cash, checking, insurance and mortgage products.October 16
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The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.October 14
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Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.October 13
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“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.October 13
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The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information.October 8
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Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.October 7
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The decade’s top-performers have produced returns of more than four-times their industry peers this year.October 7
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Charles Schwab is in early stages of its plans for the future of TD Ameritrade’s advisor division.October 6
