SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
Top Portfolio Products: ProShares Adds Currency-Hedged ETF
Deutsche Asset & Wealth Management rolls out a Japan ETF as Calvert launches large-cap indexes.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
Who’s Your Robo?
In today's digital world, “online service” is largely an oxymoron. That's why I'm not too worried about the threat of robo-advisors.
International Investing Is Top of Mind for Advisors: Fidelity Survey
Advisors want to better understand how to allocate between domestic and international investments, Fidelity found in its first-quarter survey.
Are You a Contrarian or Part of the Herd?
A new analysis from Curalytics of more than 3,100 portfolios shows that there is a herd mentality among institutional investors.
SEC OKs ‘Breakthrough’ 3-Tier Fund-of-Funds Structure
The SEC will allow Franklin Templeton to use a three-tier fund-of-funds structure, a move that one compliance firm says is a “breakthrough.”
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.