A new generation of registered investment advisors are just building fintech themselves, since what's on the market falls short of the digital experience they want to offer.
The new Content+ module on Hearsay identifies content across the internet and curates it into thematic collections.
Disclosure and operating issues impacted more than 25,000 client accounts and resulted in $4 million of potential tax benefits lost, according to the SEC.
The asset and wealth management group reported $3.2 billion in quarterly revenue, a 24% increase from the first quarter of 2022.
YorkBridge, Beacon Pointe's largest acquisition so far in 2023, was founded in 2016 by Carrie Gallaway and Andrew Stern.
The company's new policy on head count, made clear in its first-quarter earnings report, aligns with decisions made by Morgan Stanley and Bank of America.
Wilcox blames the low level of adoption on some tools on the fact that firms aren't spending enough time training advisors on the technology after they invest in it.
The Los Angeles-based custodian's latest funding round was led by Insight Partners and Adam Street Partners.
The move boosts data processing speed and establishes a modern infrastructure to build out the firm's vision for an all-in-one technology suite.
The Orlando, Florida-based firm's entire management team will remain intact, with Ed Cofrancesco, president and CEO of IAA, continuing as CEO of Pecunia.
