Automate Advice, Not the Advisor
Handing off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
Carson Group Renames 2 Business Units
Its institutional business has grown assets under advisement to about $8.6 billion in the past three years.
Orion Integrates With FutureVault
Orion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform.
The Advisor as Tech Guru, Educator, Full-Service Consultant
It’s no secret that the wealth management industry is in the throes of profound transformation.
Cetera Taps Ex-AFLAC Marketer as CMO
It also brings back a large financial-institutions client with $507 million in brokerage assets.
13 Top-of-Mind Trends for Investment Managers
These are the forces that will shape the industry over the next three years, according to the CFA Institute.
NextGen Crowdfunding Launches First-of-Its-Kind Deals Dashboard
The online resource includes active Title III offerings from more than 20 existing crowdfunding platforms.
Sen. Warren Launches Probe Into Equifax Hack
Elizabeth Warren wants answers from regulators as well as the other credit bureaus, TransUnion and Experian.
The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without.
Advisors Need to Up Their Game on Client Reporting: SS&C
A survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients.