Technology
Technology
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The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11 -
Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.
June 7 -
Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.
June 6 -
It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.
June 5 -
The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.
June 5 -
Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5 -
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The mobile technology came in last in a new J.D. Power survey.
June 5 -
The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3 -
The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.
May 31 -
The tech stack is about much more than efficiency and scale.
May 29 -
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Here are questions the agency has been asking.
May 29 -
The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.
May 28 -
The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.
May 23 -
CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.
May 22 -
Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.
May 22 -
“The general feeling is that progress is made every day, little by little,” an executive said of the crypto community’s optimism.
May 22 -
The company is “in the beginning stages of building out those capabilities,” according to a spokesman.
May 17 -
Eighty percent of advisors use portals. Many clients say they're not happy.
May 17















