Why Advisors Attend Conferences Now: Next-Gen Recruiting
And who is helping advisors with this mission? As shown by its words and actions, TD Ameritrade stands out.
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.
TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
Chip Roame: The 2012 IA 25 Extended Profile
“It’s like drinking from a fire hose.”
The phrase on everyone’s lips these days is “there’s an app for that.”
Three Big Trends in RIA Industry: 2012 TechLeaders Conference
Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.
Recently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.
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.
Fidelity IWS Brings Black Diamond Onto WealthCentral Platform
Fidelity Institutional Wealth Management Services announced Thursday that it was incorporating Black Diamond's portfolio management and reporting application to its WealthCentral RIA platform.