At the same time, an activist shareholder in the b/d’s parent, Blucora, continues its proxy campaign with a new 73-page presentation calling for change in the firm’s board of directors.
The financial planning software vendors are adding to advisor toolkits.
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Mar 30, 2021
What makes a high net worth client “stick” to you like glue?
Narrated by Bank of America's digital assistant, Erica, the interactive reports pull from technology released in August.
How digital assets are taxed is poorly understood by clients and advisors alike.
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
The firm added its first ever chief data and analytics officer and its first chief marketing officer since 2013, among other leadership hires, in an effort to bring more coherence across the business lines.
Stephen Boswell and Kevin Nichols continue their discussion of how social media can be a great asset for advisors.
eMoney Advisor is plugging into a bank-backed data network as it seeks to lessen its dependence on screenscraping account aggregation.
