Although most advisers are hesitant to let go of any revenue, three-quarters say they have ended a relationship with a client.
The product is only available initially on Motif's consumer-facing platform, but the company plans to make it available to financial advisers in the future.
InvestmentNews honors some of the best-performing practices at its Top Advisory Firm Summit in Chicago.
The firm said the chief product officer's decision to leave was hers alone and not the result of a change in strategy
Chief technology officers at the T3 Enterprise conference discuss industry's difficulties and solutions
New report from Backend Benchmarking provides good news for the outlook of sustainable investing.
Firm isn't alone in its quest to move down market through technology.
Firm isn't alone in its quest to move down market through technology.
Only a small number of advisers are using these platforms.
Many discussions at tech meeting of banks and broker-dealers brought up fee pressures.
