Wealth Advisor, Heal Thyself: A 5-Question Checkup for Your Firm
Answering these questions will put your firm on the path to a healthy future.
Blackstone Booming Ahead in Nontraded REIT Business
Working with the wirehouses, rather than exiting the market like W. P. Carey, is Blackstone's approach.
How to Make Technology Part of Your M&A Strategy
Technology is not just a way to engage clients; advisors can use it to attract breakaways and scale their practice.
Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth Report
Digital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
Cetera Rolls Out Insurtech Solution: Tech Roundup
Cetera Financial Institutions announced on Tuesday that it is rolling out a new portal designed to help its advisors simplify insurance purchasing for clients.
American Portfolios Completes TrustFort Acquisition
American Portfolios announced on Friday that it has finalized its acquisition of IT firm TrustFort.
4 Ways Robo-Advisors Improve Client Onboarding
A recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
Why IBM’s Watson Regtech May Not Be Right for Advisors
AI is “whatever five years from now we’ll think is normal,” according to Brian Clark of Ascent.
Will AdvisorBid Become the ‘Facebook’ of Wealth Management?
The online marketplace has 1,300 active advisors with profiles.
IBM Releases Watson-Powered Regtech Software
IBM has launched a suite of regtech products powered by Watson, IBM’s artificial intelligence platform, to help financial services firms manage their growing compliance responsibilities.