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.
LPL Trust Unit Aims to Boost Sales, Hires
The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
Big Changes in Wealth Management Seen as Open Architecture Trend Expands
With open-architecture platforms, wealth managers can bring to average investors the same advantages that high net worth clients have been getting for years.