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.
Robo-Advisors Grab $4.2 Billion in 3 Months
Even though their growth is exploding, robo-advisors face steep challenges when it comes to onboarding clients, Corporate Insight says.
Morningstar to Advisors: It’s All About You
At the conference, Kunal Kapoor discussed Morningstar's latest initiatives to help advisors with their research and practice management needs.
Morningstar Acquires ByAllAccounts for $28M
Morningstar announced Tuesday that it had acquired ByAllAccounts, a data aggregator that serves financial advisors, for $28 million.
4 Ways Wealth Managers Should Deal With Distressed Clients
Building trust and strong communications will go a long way toward providing the peace of mind clients need in emotionally charged situations, says Elizabeth Anderson.
Top Portfolio Products: Vanguard Launches Global Low-Volatility Fund
S&P Capital rolls out a new ETF style classification system, Guggenheim adds to BulletShares corporate-bond lineup, and PowerShares changes the names of its DWA Technical Leaders ETFs.
5 Tips for Successful Client Appreciation Events
If you’re wondering why we make the commitment to host these events, it’s because the ROI of our client appreciation campaigns speaks for itself.
You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients
Despite gold’s precipitous price decline lately, data aggregation tools can give you its value in your clients’ portfolios.
Solving the Alt Investing Reporting Problem
Reporting on alternative Investments with more speed, accuracy and transparency.
Top 10 Mobile Apps for Financial Advisors
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.