Technology
Technology
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Industry veterans and newcomers offer their takes on key issues facing asset management companies.
March 5 -
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.
March 4 -
Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1 -
The move comes as competitors cut prices to entice RIAs to leave the platform.
March 1 -
In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.
February 28 -
There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.
February 27 -
Third-party providers can boost AUM, but due diligence is critical.
February 26 -
Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.
February 24 -
A look at the difference in responses between employees working for companies that made the list and those that did not.
February 24 -
When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.
February 24 -
Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.
February 24 -
Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.
February 24 -
A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.
February 24 -
Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.
February 24 -
The firm expects to add $10 million in revenue once the deal closes later this year.
February 22 -
The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.
February 20 -
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If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."
February 20 -
Are these companies really able to disrupt the current market? And which tech giant is closer to customers?
February 20
















