New services from organizations including Jemstep walk advisers through platforms.
Advisers have a lot to consider when picking an automated investment service to use with their clients — here is a rundown of the features and functionality of the top adviser-targeted platforms.
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Advisers can highlight comprehensive financial planning as the real value they offer, not just picking funds.
Big bank meshes human advisers with its digital investing platforms.
Onboarding a new technology platform or software system is often not what it seems.
HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.
Advisers, tell <i>InvestmentNews</i> what types of software and devices you use.
HedgeCoVest has launched hedge-fund-replicator investment products at a flat 2.5% management fee without a performance fee or typical hedge fund gate provisions.
Going paperless at the office is more than a nod to environmental virtuousness, it just might give advisers a leg up on SEC compliance exams.
