Schwab advisors can now import their clients' accounts into the analytics engine, essentially letting them X-ray funds and portfolios for themes, exposures and holdings as easily as they use a Google search engine.
The partnership is intended to harness and extend risk management benefits across the network's more than 8,000 advisors.
Canada-based financial planning developer Planswell added Jennifer Mastrud and Scott Gill to its executive team.
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With a team of three other co-founders, Jud Mackrill is launching an 'integration as a service' company, called Milemarker, to help advisors better understand the data within their firm.
Advisor Group onboards a new exec to oversee digital efforts; meanwhile automated RIA business support system startup Benjamin receives a seed round of funding.
