Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
SS&C Buys Advent Software for $2.7 Billion
Growth in the RIA space is a key motivator of the deal, says Advent CEO Pete Hess.
Triad Advisors Targets Smaller Reps With New RIA Platform
Program aims to support hybrid advisors looking to boost business and minimize regulatory headaches.
New Hire Roundup: Mercer Investments Adds 4
Also in personnel moves, Cathy Clauson joins AssetMark, and Tonnie Wybensinger joins the Financial Services Roundtable.
Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
Top Portfolio Products: Advent, Schwab Team on Trading Data
CoPiloted is rolling out free Web-based 401(k) advisory service; Flexible Plan Investments has launched the Quantified Funds family.
Top 10 Wealth Management Trends for 2013
Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.
Family Offices Spend Third of Time on Financial Reporting: FOX Study
Done well, reports enable families to make well-informed decisions about their future.
Advisor iPad App Allows Client Reviews to Go Anywhere
“As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.
The Race for ROI: Now Is the Time to Invest in Technology
For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.