Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.

Monthly subscription fees for financial planning were up 6% from 2022, according to a new AdvicePay study.

Chief Technology Officer Gautam Sachdev will take the reins as Gamble transitions into his new role as vice chair for J.P. Morgan Asset Management Solutions.

The acquisition expands iCapital’s data management and reporting capabilities.

Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP partner, and EagleBrook, Franklin Templeton expand their relationship.

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

As advisory firms continue to confront the challenges of technology integration there are steps they can take to help mitigate them.

Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.