The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
The acquisition closes during a year when the largest planned increase in spending is expected to be in digital marketing
Orion currently serves as program manager for Texas' 529 plan and partners with the program managers for Mississippi and Vermont
Female-led fintechs use digital platforms to curate content and tools aimed at deconstructing systemic issues that have kept women from investing
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
Being armed with the data that allow you to target your customization efforts is essential
Advicent’s CEO talks moving financial planning software downstream and the company’s internal program that retains female talent and leadership
There could be interest from firms looking to leverage Oranj as a distribution platform, according to experts
Take digital as far as possible to free up human capital
The Chicago-based fintech has notified its adviser clients that it is currently winding down operations with a transition plan in place
The money will be used to expand the company’s wealth management platform
The chief executive officer is working with regulators to help build a federal rule to govern data usage
The new platform ties together eMoney financial planning and investment management that could position the custodian to rival TAMP offerings
The tools provided by big players like Fidelity and Schwab are a plus for investors just starting out, but what do they mean for smaller advisory firms?
The president of Fidelity Institutional shares his views on the changing terrain for financial advisory firms and a key trend that advisers should keep an eye on
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
Aim is to help planners create a cybersecurity program and aid in compliance
The former Cision CIO wil succeeds company veteran Scott Grinis, who will retire in 2021
A majority of advisers surveyed say firms that have been digitally innovative during the pandemic are more attractive destinations
Brokerages like Schwab, ETrade, TD Ameritrade, Robinhood and Fidelity were hit with technical difficulties as trading spiked amid news of a COVID-19 vaccine
