What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
Low Oil Prices Unlikely to Hurt Some Energy Investments
U.S. energy renaissance lets investors reap tax breaks while avoiding commodity market swings like those engendered by Saudi Arabia oil price cut.
Former Miami Fed Chief Dorothy Weaver Eyes a New Janet Yellen Era
Weaver says Janet Yellen will need to be a consensus builder if she is to succeed as Fed chief.
65? 70? 80? What’s the Real Retirement Age These Days?
A spate of recent reports indicates that retirement age is just a number — a moving target, at that.
For Advisor Platform, Pershing Crunches Big Data Into Friendlier Size
At Pershing, your call may be recorded for an analysis of empathy, frustration and other factors. Welcome to the brave new world of consumer data.
Fiserv Brings Model Portfolio Data to Unified Wealth Platform
'This technology gives investment manager clients access to key metrics about the use, penetration and movement of their portfolios,' says Cheryl Nash, Fiserv’s president of Investment Services.
Senate Agrees on Debt Deal, as SIFMA Chief Blasts GOP and Obama for Woes
"There is significant damage to the Republican brand in its willingness to be a party of fiscal destruction," says SIFMA CEO Judd Gregg, a former senator.
ThinkAdvisor’s 2013 Q3 Earnings Calendar for the Finance Sector
The third-quarter 2013 earnings period is now under way, with many finance sector companies reporting.