Its acquisitions of Baldwin & Associates and GreenCourse Financial Advisors will close in the fourth quarter, chair Justin Ferri said
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
The complaint claims Yodlee’s distribution of client data caused thousands of dollars in economic losses to each individual involved
Schwab, Robinhood and Vanguard all say clients may be having problems using their websites
It’s not just about the potential for losing prospective business, but how political viewpoints can impact the adviser-client relationship
More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services
The free trading app helps educate young adults through its online platform, but not all advisers believe it benefits first-time investors
A Delaware judge denied the TAMP's motion to dismiss the allegations, which include fraud and trade secret misappropriation
The stock index is moving to embrace tech by adding Salesforce.com, Amgen and Honeywell
We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!
The brokerage joins a list of industry players touting free or low-cost financial planning apps to attract younger clientele
The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines
The association joins large wealth management firms, like LPL Financial and Schwab, in hosting virtual gatherings during the pandemic
The technology, which is integrated into the ClientWorks platform, was developed to reduce time spent preparing for client meetings
What investors see in the low-margin DC record-keeping business
The partnership builds on the broker-dealer's goal to transform its legacy technology into modern tools for advisers
The rewards of striking political points outweigh the risks of alienating clients for many of the most vocal advisers
PGIM is the latest asset manager to tap iCapital's technology to give advisers access to a wider range of alternative investments
Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface
Priorities include digital onboarding, cybersecurity and biometric authentication
