Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
The investment research firm will pay Business Logic for the software company's intellectual property.
Deal part of custodian's integration initiative with tech product providers.
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
Business Logic Corp., a managed accounts software firm, is suing Morningstar Inc., claiming the company illegally replicated some of its software
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
It probably won't be available for sale for another year.
Five tips can help you adopt a system that saves time through automated workflow efficiencies
