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Report: Schwab's Cash Strategy Costs Investors—and Itself—Millions
Aug 12, 2021
Charles Schwab's robo strategy for cash cost investors millions in the past six years. It's also a missed revenue opportunity for the discount brokerage, according to Backend Benchmarking's Robo Report.
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Advisor Innovations: Gavin Spitzner on What Advisors Get Wrong About Technology
Aug 12, 2021
Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them. 
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SS&C, DPL Open Insurance Marketplace for RIAs
Aug 11, 2021
Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.
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Infrastructure Bill Proposes New Reporting Requirements on Cryptocurrency
Aug 10, 2021
The long-awaited bipartisan infrastructure bill also has potential ramifications for fiduciaries.
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Plaid Agrees to Pay $58M In Class Action Settlement Alleging Privacy Violations
Aug 10, 2021
Subject to court approval, Plaid is settling a class action lawsuit that alleges privacy violations.
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Sponsored Content
Bridging the Gap Between Wirehouses and Independence.
Sep 07, 2021
Watch as Clare Kiesel, National Branch Manager for Linsco by LPL Financial talks with WealthManagement.com about current trends to reduce this barrier for advisors--how firms are providing options that maintain important benefits and services.
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Altruist Hires First CFO, Head of Investments
Aug 06, 2021
With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
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Sponsored Content
The Role of Technology in Managing Alternative Investments
Aug 12, 2021
Increasingly, advisors are turning to automation to help them manage data and workflow.
LPL Managing Director of Business Solutions Matt Enyedi
LPL Introduces Client Engagement, Bookkeeping Services for Advisors
Aug 05, 2021
LPL has added bookkeeping as well as a social media tool to its menu of subscription-based business outsourcing services.
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Morningstar Partnering With TIFIN's Magnifi on Direct Indexing
Aug 05, 2021
Magnifi's natural language-powered search engine and product marketplace is getting thematic baskets built on Morningstar equity analyst research.
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