Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
What Advisors Can Learn From Robo-Advisors: Orion’s Clarke
Robo-advisors create a “huge opportunity” for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
New Hire Roundup: Prudential Names Ward Head of Stable Value
In other new hires, HighTower announced that Kimberly Hollenbeck will join the firm as executive director of business development.
Junxure Cloud CRM Unleashed
Junxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
Top Portfolio Products: New MLP Fund From Salient
Covestor to launch no-management-fee ETF portfolios; Redhawk Wealth adds SCANalytics.