Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...
These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors improve both their professional and personal lives.
The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.
Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.
Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis.
Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
Envestnet paid about $590 million for Yodlee in 2015.
