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.
Eric Clarke: The Integration Evangelist — The 2016 IA 25
Orion Advisor Services is “hyper focused” on providing advisors with “the most integrated portfolio accounting system available,” said founder and CEO Clarke.
7 Pioneers Taking Advisor Tech to New Levels: The 2016 IA 25 Slideshow
These IA 25 honorees are working hard to meet advisors’ technology needs, and some are reshaping the industry.
The 2016 IA 25 Extended Profiles
Read the May 2016 cover story in Investment Advisor for an introduction to these under-the-radar flyers, and stay tuned to ThinkAdvisor for month-long coverage of the honorees, including extended profiles of each that will be published daily.