Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.
Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Interaxis' Adam Blumberg shares how cryptocurrencies evolved as trillion-dollar disruptors.