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.
Fintech is ending money management as we know it
New tools make it possible for small firms to offer service that were out of reach just a few years ago.
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.
The New Influencers: The 2016 IA 25
Our 14th annual list of the most influential people in and around the industry has a different cast this year.
NorthStar Names Baum Executive Chairman
As executive chairman, Jon Baum will help facilitate the continued growth of NorthStar and its subsidiaries, CLS Investments, Gemini Fund Services and Orion Advisor Services.
Top Portfolio Products: New Options From RetireUp and Guardian Insurance
A new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.