Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.
Rumors swirled for months that the TAMP and technology provider was up for sale.
Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.
The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.
