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.
Outsourcing the Back Office Across the Globe
Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.
Advent Software to Acquire Black Diamond for $73 Million
Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.