Apex, InvestCloud Partner on Robo, Custody Integration
Apex Clearing is working with InvestCloud on a new digital advice platform for businesses that want to combine custody services and a digital offering.
Best Countries for Citizenship by Investment
The CBI Index ranked 12 countries’ citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
How Much Does a Data Breach Hurt a Company's Stock?
Study finds evidence of "breach fatigue" as more recent data breaches have less of an impact on stock performance.
Fintech, Cybersecurity Among Key Risks to Banks: OCC
Technology intensifies the strategic and operational risks to banks, according to a report.
Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPs
AdvisoryWorld and Mineral Interactive join the portfolio accounting software provider to create customized solutions.
Advisor Group Selects Jemstep to Build Integrated Tech Platform
The new platform, expected at the end of 2017, will bring robo capabilities to traditional advisors.
Natixis Completes First Transaction on Blockchain Platform: Tech Roundup
Natixis announced Wednesday that investors have successfully purchased shares on its blockchain-based fund distribution platform, FundsDLT.
Cash Hangs On in Evolving Payments Landscape
Despite an increasing number of ways to pay for goods and services, consumers still use cash, a survey by Blumberg Capital found.
What Financial Firms Can Learn From the Geek Squad
Advisors are generally satisfied with the digital and web support available from partners and product providers, but the most tech-savvy advisors find support services lacking.
DC Plans’ Goal Is to Help Employees Retire on Time: T. Rowe Survey
A survey released in early June by T. Rowe Price identified the major goals driving large defined contribution plan sponsors’ plan design. Many of those goals indicate these large plan sponsors feel a sense of duty to participants, and they’re doing more to help their workers reach a satisfying outcome.