Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.
Advisors will now have more flexibility in scheduling rebalances of their chosen models.
Open, honest and candid discussions about the latest news in the RPA industry.
tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.
The new program was developed in collaboration with retirement services provider Empower, and should be available “within the next quarter or two.”
Saas veteran Dan Zitting will succeed Klein on Dec. 4, in a change that had been in the works for several months.
The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.
An advisor’s role should include helping clients become more fluent in what may be the world’s most consequential language.
Band-aid solutions will no longer work.
Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.