Riskalyze Introduces New Tool to Help Advisors Pick Tech
By Jeff BermanBuild My Tech Stack helps advisors avoid building a "FinTech Frankenstein" that doesn't work properly, Riskalyze says.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.
March 09, 2021
Orion to Acquire Portfolio Stress-Testing PlatformThe platform, HiddenLevers, is a rival of the popular risk management platform Riskalyze.
March 05, 2021
How Can Advisors Empower Female Clients?Female advisors discussed how to help women overcome the wealth gap and the confidence gap.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 03, 2021
$1.2B RIA Leaves Merrill to Create New FirmThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.
March 02, 2021
XY Planning Network Hires 2 New ExecsStephanie Foster has joined the company as chief administrative officer, while Lisa Bukowitz has been named chief marketing officer.
March 01, 2021
Advisors Must Go Digital or Die: PanelExperts from firms including Broadridge and Edward Jones explain how tech can, and must, be used to meet clients' demands.