Schwab’s Bettinger Comments Candidly on Robos, Scottrade, Breakaways
CEO says standalone robos will “fade away” and that Schwab passed on Scottrade deal because of the online broker’s transaction-heavy revenue mix.
Ladenburg Thalmann Hosts Female-Advisor Event for IBDs
The women met in Salt Lake City and heard from Col. Jill Morgenthaler and other VIPs.
CFPB Report Identifies Fintech Innovation Initiatives
CFPB's Project Catalyst attempts to expand agency's understanding of fintech.
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Policymakers struggle to keep up with the rapid pace of technology innovation, and new business models are hampered by outdated regulations.
Technology Disruption Driving M&A in Wealth Management
The first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
Coders: The Business Partners You Didn’t Know You Had
The developers working behind the scenes on advisor technology represent the glorious underbelly of fintech you’ll likely never see, but depend on every day.
Addepar Reaches $500B Asset Milestone
The financial operating system experienced 97% year-over-year growth in the past year alone.
TD Ameritrade, TD Bank Said Near $4B Scottrade Deal
Deal would combine two of the largest online brokerages; Scottrade now works with about 1,000 RIAs.
Do You Have a Technology Segmentation Strategy?
Segmenting technology offerings based on client profiles can reduce costs and improve service.
Technology Integration Critical to Compete With Wirehouses
Integrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses.