Addepar, a Mountain View, California-based wealth management technology platform, has acquired AdvisorPeak, a Layton, Utah-based provider of trading and rebalancing software.
Terms of the acquisition were not disclosed.
“AdvisorPeak complements Addepar's data aggregation, analysis, reporting and client portal capabilities,” the company said in a release, noting that its open architecture permits clients to select the offerings they need.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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