How Advisors Can Best Use Tech for Firm Growth, Profitability
ThinkAdvisor webinar, sponsored by Pershing, showcases the ways technology is helpful in achieving scale and efficiency.
Vanare, Now AdvisorEngine, Receives $20M From WisdomTree
WisdomTree has invested $20 million for a 36% equity stake in Vanare, which has rebranded as AdvisorEngine.
Technology Critical to Meet Increasing Compliance Burden
Regulators are using technology to crack down on financial services firms; advisors should use the same technology.
Trump’s Plan Aims to Repeal Estate Tax, AMT
Trump needs to iron out some details of his tax plan with House GOP’s plan; with size being the obvious difference, says Tax Foundation.
Digital Advice Market Will Reach $83B by Year End: Cerulli
Growth is projected to reach $385 billion in the next five years, according to a November report by Cerulli Associates.
Technology Drives Service at TCA
For advisors and financial professionals, “2017 is going to be bumpy," says Joshua Pace, president and CEO of Trust Company of America.
Fintech Marches on, but Traditional Firms Have Advantages
Younger, affluent customers in emerging markets – more than three-quarters of customers in China and India use fintech services – are driving adoption.
Broadridge Expands Wealth Management, DOL Compliance Capabilities: Tech Roundup
Broadridge has acquired M&O Systems to offer more comprehensive wealth management and DOL fiduciary rule compliance capabilities.
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.
The State of Retirement for Small Business Owners: Not Good, Says BMO
Three-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.