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.
Preferred Solution Providers: The 2013 TechLeaders Survey
To evaluate which third-party providers are winning broker-dealers’ loyalty, we divided this year’s survey into three groups: advisor-centric, operational support infrastructure and management oversight/risk control.
New Fiserv President Cheryl Nash Looks to Stay on Top of Tech Trends
Cheryl Nash says that her understanding of what the client needs has changed vastly since she became the new president of Fiserv Inc.’s Investment Services division two months ago.
Getting It Together
Online account aggregation, the process of collecting positions, balances, and transactions from Web sites and online sources for multiple accounts, and presenting the combined statement...