Open Banking Is Key to Bank Innovation: Report
A report from Aite Group suggests that to better serve financial customers, banks should begin implementing open APIs.
Raymond James Adds $170M Morgan Stanley Duo, Shares Financial Update
The firm boosted assets, fees and commissions in August and in September had "elevated expenses" tied to Hurricane Irma.
Taking a ‘Textbook’ Approach to Tech
In 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using – which was not robust enough to carry Weston forward – was being decommissioned by the vendor.
Fi360 Updates Fiduciary Focus Toolkit
Fi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
Envestnet Expands Single-Sign-On Capability With New Integration
Envestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
5 Big IBD Deals Dwarf RIA Mergers in 2017
Five large IBDs “are helping to shape the IBD channel into a concentration of a small number of large firms,” Fidelity reports.
iCapital to Acquire Private Equity Platform From Deutsche Bank
The transfer of assets will grow iCapital's platform assets to $5 billion.
SEC Chief Clayton Reveals Cyber Breach in EDGAR System
In a sweeping statement, agency says it learned in August that the 2016 breach "resulted in access to nonpublic information."
Orion Announces New Onboarding Portal
Orion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities.