The technology will help LPL advisers to run a model portfolio-based practice, according to Chief Investment Officer Burt White
As part of the acquisition, iCapital will establish an office in Lisbon, Portugal as its global hub for technology development and operations
The partnership builds on the $3.5 billion the wirehouse spends annually on technology investments
Incorporate D&I into business goals of an organization or the industry won’t see results
The robo-adviser is just the latest money manager to address the accelerating investor appetite for a more sustainable approach to investing
The Toronto-based robo-adviser manages approximately $6.4 billion in assets and has more than 1.5 million users
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
The technology that will make the cut largely depends on adviser engagement, according to a Schwab executive
The tool expands access to financial planning to nearly 40 million active digital banking users and may eventually funnel clients into Merrill Lynch
The asset and wealth management division reported increased revenue and growth in AUM following moves to scale the business amid the market volatility
