In a poll of 29 firms representing a collective $6 trillion in assets, fewer than half reported feeling satisfied with native tools.
The number of deals increased 46% year-over-year, while the amount of assets grew 32%.
McNabb believes there is still lots of opportunity for technology to help advisors become more efficient and serve clients better.
The startup has raised more than $40 million but until now has only gone directly to consumers.
The digital record keeper now has $9 billion in AUM across 40,000 customers.
Only 10% of non-retired Americans plan to wait until they're 70 to receive the maximum Social Security payment, Schroders survey finds.
CG Advisor also has a relationship with LPL's custodian and is looking to partner with a third or fourth custodian.
The addition of James Ford & Duble Wealth Partners grows RBC's footprint in the Great Lakes region.
Company did meet Wall Street’s expectations for earnings per share at $0.46 and CEO says he expects the Data and Analytics business to stabilize in the second half of the year.
The Massachusetts Secretary of the Commonwealth sent letters to firms including JPMorgan and Morgan Stanley to learn how they are using AI with investors.
