Top Portfolio Products: Incapital Launches Farmer Mac Notes Program
Meanwhile, a new partnership between PwC and Salesforce.com allows wealth managers to use the cloud for numerous functions.
Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar Office
Schwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.
Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data
Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.
Top Portfolio Products: Schwab Launches ETF Website
Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
Top Portfolio Products: Vanguard Switches Indexes to Cut Costs
New products introduced over the last week include a new annuity from Northwestern Mutual, a fresh fund from Hatteras and a CRM update from Schwab.
Schwab Offers ‘Workflow’ Help for Advisors
Workflows are "essentially actionable roadmaps that guide advisors and their staff."
Schwab, Envestnet Join Forces in Data Integration Deal
Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.
Schwab New Business Will Offer Integrated Services Platform to Advisors
Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.