Technology
Technology
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Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.
September 11 -
The Phillips Curve is in doubt, the bond market is distorted and a tweet can shift the trajectory of global markets in a matter of seconds.
September 11 -
Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.
September 8 -
Barriers to adoption for RIAs include security concerns and fear of increased client anxiety.
September 5 -
Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.
September 5 -
The deadline to apply is Sept. 27.
September 4 -
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The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.
September 4 -
The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.
September 3 -
While the agency has publicly detailed key focus areas, some planners still don't know how it evaluates firms.
August 28 -
Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.
August 28 -
The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.
August 22 -
The sector may be edging into dangerous territory, analysts say.
August 20 -
The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.
August 16 -
Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.
August 13 -
At this stage it's not an actual data breach, but it could become one.
August 13 -
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The Massachusetts senator asked Richard Fairbank in a letter why the bank didn’t detect the breach for nearly four months and how it plans to prevent future cyber intrusions.
August 8 -
FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7 -
The duo have been active in the venture capital space since departing the social media giant.
August 7
















