Meant to eliminate conflicts of interest on self-directed trading apps that use AI and predictive analytics, the rule would in fact cut off market access for many of the investors who use them, a lawyer for the tech firm argued in a recent public...
visiWealth founder Dr. Ross Riskin discusses the how engaging visuals takes the complexity out of financial planning.
Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.
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.