Technology
Technology
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The technology platform powerhouse is betting on integration, but competitors eye disruption.
May 14 -
The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14 -
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Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11 -
The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.
May 10 -
The investment gives the world’s largest asset manager a focus on small-time investors.
May 10 -
“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.
May 9 -
The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.
May 9 -
The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule
May 9 -
The financial services giant says two locations will be home to a major innovation effort.
May 9 -
Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.
May 9 -
NASAA President Joseph Borg also vowed to work with SEC Chairman Jay Clayton’s team on improvements to the Regulation Best Interest proposal.
May 8 -
The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.
May 8 -
The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.
May 6 -
The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.
May 4 -
The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.
May 1 -
A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.
April 26 -
Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.
April 26 -
To understand the challenge posed by big tech disruptors, wealth managers should look at how those firms unexpectedly adapt to enter new markets.
April 25 -
The fresh funding demonstrates the support behind the concept of simple apps that help consumers save and invest.
April 24

















