BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale and compete in this age where being efficient and going digital is of the utmost importance.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
iCapital Network is buying an alts investment fund platform from the bank. Wells Fargo, in turn, is investing in the fintech.
As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.
