Victor Fetter Is Out at LPL; Former AmEx, eBay Exec Is In
The IBD taps Scott Seese for the CIO post in a move that one recruiter calls "a big deal."
Riskalyze Goes Live With Autopilot Platform
The platform lets advisors build model portfolios and assign them to client accounts, then automatically makes trades across multiple custodians.
How to Stop Worrying and Learn to Love Technology
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl Swanson
Swanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
Pershing’s New Advisor Tech Experience
If you want to get a glimpse into the future of advisor technology, spend an hour with Ram Nagappan, chief information officer of Pershing.
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.