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Technology
In major tech upgrade, FINRA promises to ease brokers’ compliance burden
FINRA plans to unveil a new user interface for its central registration depository system on June 30.
BlackRock woos wealth managers with Aladdin risk 'X-ray'
Winning over brokers could give the firm a huge platform from which to sell mutual funds and ETFs and expand its vast influence in finance.
Are manual trading and rebalancing a waste of time?
Tired of doing this manually, many turn to solutions that combine the two in one platform.
Sponsored by Advisor Group
Morgan Stanley taps BlackRock to help lure $2T of assets
The firm has been working for two years to integrate BlackRock’s risk-management system into its platforms.
Voices
Client View: Why I hired a much younger advisor
John D. Anderson
Managing Director
SEI Advisor Network
For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.
Teri Shepherd, Top Women in Asset Management Awards winner
As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.
Jenny Johnson, Top Women in Asset Management Awards winner
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
Dana D'Auria, Top Women in Asset Management Awards winner
One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.
Lisa Chai, Top Women in Asset Management Awards winner
As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
White Paper
Battling Tech Fatigue: Get past legacy systems
Get over legacy technology. Gain advisory innovation, improved client experience and more. Read the white paper.
Sponsored by Black Diamond
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