FMG Suite is giving advisers mobile access to content marketing, which relies on sharing online content to drive client engagement. Digital marketing solutions is slated to be the largest planned increase in net spending for an adviser’s tech stack throughout the year, according to the InvestmentNews Adviser Technology Study.
Fabric will offer access to MSCI's factor-based risk model that is designed to provide institutional risk management tools to advisers.
Recent hires at the advisory firms come at a time when the fastest-growing RIAs are embracing technology tools at higher rates than their peers.
AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.
Robinhood hit the public market after experiencing dramatic growth and heightened scrutiny throughout a pandemic year.
Robinhood, whose IPO is slated for Thursday, disclosed in a filing that Finra is seeking registration information about its personnel, including the non-registration status of CEO Tenev and co-founder Bhatt.
The pop superstar's plea to end her 13-year conservatorship raises questions around its validity and prompts experts to rethink the whole system.
As a result of increased digital business development, 68% of all advisers met or exceeded their client growth goals.
Assets serviced by iCapital have exploded to $80 billion across more than 780 funds to date, up from $46 billion in March 2020.
The Spark Institute's standards build upon DOL cybersecurity guidance to provide more clear-cut practices designed to defeat retirement account fraud.
