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.
Wealthfront CEO Steps Aside and Co-Founder Takes Over
Wealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the company’s co-founders.
Riskalyze to Expand Digital Offerings With $20M Equity Investment
Riskalyze announced that it received a $20 million minority growth equity investment from FTV Capital to expand its digital offerings.
SS&C Acquires Salentica CRM: Tech Roundup
SS&C Technologies has acquired CRM solution Salentica.
SEI, Redtail Launch DOL Fiduciary Action Plan
SEI and Redtail are the latest example of firms joining forces to help advisors manage their new compliance burdens.
10 Principles for Better Fintech Policymaking
Policymakers struggle to keep up with the rapid pace of technology innovation, and new business models are hampered by outdated regulations.