Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
Altegris, Artivest Partnering to Expand Alts Distribution
Altegris announced Thursday that it is expanding access to its alternative investment funds for RIAs by partnering with tech platform Artivest.
Overly Complex Passwords Are Unnecessary, New Guidelines Say
Complicated passwords aren’t definitively more effective, even when users can remember them, NIST says.
TD Ameritrade’s Robo Platforms Near $16B
TD Ameritrade’s Essential Portfolios and Selective Portfolios digital advice platforms have nearly $16 billion in assets under management as of June 30, the firm announced on Tuesday.
Jemstep, Key Investment Services Partnering on Robo Platform
Jemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users
The enhanced integration gives advisors easier access to data.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
Advicent Integrates With Envestnet
Advicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.
Democrats Renew Push to Probe Deutsche Bank Russia Scandal
Waters writes letter to GOP chief of House finance committee; lawmakers seek information on mirror trades, loans to Trump.