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.
Top Portfolio Products: Global X Adds Two Dividend ETFs
New York Life announced a fixed deferred annuity, while New York Life Retirement Plan Services added an enhancement to its mobile app.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.
How to Take Over a $1 Billion Practice
The anatomy of a high-stakes Morgan Stanley practice acquisition.
Can Advisors Handle Quantum Computers?
Powerful processors could reshape finance.
Top Portfolio Products: New Low-Carbon, Hedged EU ETFs
In addition to new products from SPDR and the Deutsche group, Henderson is launching a long/short equity fund.
New Hire Roundup: Principal Financial Names Houston President, COO
Meanwhile, iCapital Network has added a senior vice president and vice president of fund manager due diligence.
Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.