Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface
Priorities include digital onboarding, cybersecurity and biometric authentication
The wirehouse integrated its legacy planning and portfolio analysis tools into a redesigned interface for advisers
Digital advice providers were well positioned to transfer to remote work resulting in an increase in new business
The move would be a first by the industry’s largest TAMP by assets
The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
The brokerage plans to integrate the popular thinkorswim, thinkpipes and iRebal tools
Insight Solutions gives advisers access to additional client data points for a fee
Potential partnerships include deals with other TAMPs or with a private equity firm, according to one source
The acquisition comes just one month after Refinitiv launched the Digital Investor tool
