News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
Advisors Mixed on Trump’s DOL Rule Review
RIAs at TDAI conference expect to keep their competitive edge since they are already fiduciaries.
Integrating Outsourcing to Improve Client Service
Evolution Advisers uses cloud technology and outsourcing to focus on what it does best — serving clients.
Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products
In other news, TD Ameritrade launches its first mobile app for long-term investors.
Dalbar Tool Aims to Limit DOL Rule’s Pay Cuts: Top Portfolio Products
Dalbar estimates that the average advisor could see a $34,000 reduction in compensation.
Long-Time LPL Team Jumps to Securities America With $2.2B
Prior to partnering with Securities America, WealthPLAN Partners worked with LPL Financial for 27 years.
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.
DOL’s Fiduciary Rule Fuels Tech Trends at Conferences
Key themes at the many industry events this fall included new document management systems to comply with the DOL’s new best interest rule.
Fiduciary Compliance Requires More Than a Tech ‘Band-Aid’: Orion’s Clarke
Orion Advisor Services CEO says advisors should determine how the DOL rule impacts their business before buying technology widgets that promise compliance.