FinaMetrica, Redtail Announce Tech Integration
FinaMetrica announced on Wednesday that it is integrating with Redtail Technology to offer FinaMetrica’s risk tolerance scores in the Redtail CRM.
Fidelity National Agrees to Buy SunGard for $9.1 Billion
The deal combines a banking and payment firm with a software maker, while pushing Fidelity into the wealth space.
5 Trends Impacting LPL’s Results & IBD Space
The independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.
Google Creates New Company Called Alphabet, Restructures Stock
Ruth Porat, ex-CFO of Morgan Stanley, is set to be CFO of both the new and old firms
Advisors Must Use a 'Gender Lens' to Better Serve Women Clients
The founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.
SEC, FBI Bust Hacking Ring That Stole Earnings Reports Then Sold Them
An international hacking operation stole pre-release earnings information on companies from newswire services then conducted insider trades.
Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors
Strategies and Resources' Matt Lynch worries there's "at least one too many intermediaries" in the vendor-advisor supply chain.
Envestnet to Buy Yodlee for $660M
This deal will give the wealth-platform provider a data aggregator with a popular financial website.
RBC Slashes Expenses on 4 Mutual Funds in Bid to Attract Advisors
Under RBC Global’s Cornerstone Investor program, funds’ expenses will be cut 39%-44%; select advisors who invest minimum of $10 million will get institutional-level services.
The Advisor’s Journey to CRM Success, Pt. 1: Mapping It Out
In the first post of our series, we map out the steps to choosing and implementing a new CRM system.