The partnership is designed to make it faster for RIAs, broker-dealers and other enterprise firms to bring a customized robo-advice solution to market.
Texting has been a popular mode of communication for years, but in the past the firm's regulations have prevented advisers from using it.
Firm aims to expand wealth management presence with acquisition.
Advisers want support for retirement plan rollover recommendations.
YCharts used by planners for investment research, screening and charting.
Industry analysts have been ringing the death knell on digital advice for some time, but there are pathways to profitability.
John Hancock, Transamerica, State Street and Russell Investments have deals with the software provider.
The first African-American to hold the post says he's leading the organization during a period of great change.
Junxure users will continue to be supported, and gain access to AdvisorEngine tools.
The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.
