Vendor management

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.

The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.

Three veterans with decades of experience shared their time-honed secrets about using investment research in ways that are understandable to clients.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.

More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.

Relationships with vendors can make or break an advisor's business; FINRA officials and industry experts discuss best practices.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.