Total Rebalance Expert on Friday announced the acquisition of PowerAdvisor's portfolio management software suite from Cornerstone Revolutions. The combination of Total Rebalance's portfolio rebalancing platform with PowerAdvisor's system will create a complete portfolio management solution for registered investment advisers, Total Rebalance chief executive Sheryl Rowling said.
Even the most seasoned veterans of the T3 technology conference can feel swamped with information after a full day of thought-provoking interactions.
Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.
From analytics to zettabytes, big data is overtaking tech platforms in the financial services industry.
A group of veteran Morgan Stanley managers has broken away from the wirehouse to form a partnership with Raymond James to offer equity ownership and succession planning to advisers.
'Product sunset notification' catches at least one user off guard.
