Company believes the technology will help investment managers make better decisions, mitigate risk and generate alpha.
A redesign of NetX360 is coming soon, along with support for cash disbursements via text messages.
Despite a crowded market, RIAs bet InvestmentPOD has what it takes to build a better mousetrap.
RIAs can improve their profitability by leveraging shared services.
Subjects will be added to its Level I and II coursework for the first time next year.
The agency has gotten more than 90 comments on Cboe's proposal for a bitcoin exchange-traded fund.
But Larry Fink is 'very excited' about blockchain technology and says it could be a way to enhance company's Aladdin system
Firm turns to crowdsourcing in hopes of injecting some outside innovation into the adviser technology marketplace.
Client acquisition costs and increasing competition proved too much for Hedgeable.
Socially responsible investors typically look at data privacy, an increasingly pertinent issue for companies and businesses.
Three advisers paid marketing consultant to solicit clients for online testimonials.
Despite death of the DOL fiduciary rule, wirehouse continues to invest in ways to meet best-interest standard.
The online marketplace hopes to connect advice firms with compliance experts.
Clients are doomed to pay more taxes. They need our help.
A new survey finds most advisers see potential for AI to improve client experience.
Doing the right things the right way is how you get the biggest return.
Firm hopes that involving advisers in the technology design process will result in better aligned products
With budgeting apps, account aggregation and integration with banking business, new apps give large firms the chance to increase wallet share.
This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic.
Potential clients educate themselves online long before they pick up the phone to schedule an appointment. How can you make a good digital first impression? Hint: Start small and be consistent.
