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.
TDAI to Acquire Big Data Research Firm FA Insight
Advisors will be able to see “how they stack up” with peers and use those insights to “make better business decisions,” said TDAI’s Tom Nally.
The 17 biggest announcements from life and health insurers this week
New products hit the annuity markets as well as revamped websites that will help both agents and customers.
Riskalyze Combines 3 Products in Real-Time Platform
One new feature: In a click, advisors will be able to certify that they have fulfilled all their fiduciary responsibilities.
Quovo Raises $4.75M; Carson and Bicknell Among Backers
Investors include Steve Lockshin of Betterment Institutional, Ron Carson of Carson Wealth and Marty Bicknell of Mariner.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
In a Tech Merger, Don't Panic
The first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.
Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.