Complex Client Chats Could Be Untangled by Speech Software
By Ed SilversteinGridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.
October 20, 2017
E-Trade to Buy Trust Co. of AmericaThe deal brings E-Trade $17 billion in institutional assets. Michael Kitces and others speculated about how the $275 million price was agreed upon.
October 20, 2017
Advisor Charged With Stealing $9M From Elderly Woman’s Foundation: EnforcementMeanwhile, a Massachusetts advisor is accused of steering clients into funds in which he had an interest.
October 19, 2017
RIA M&As on a 5-Year Growth Tear: Echelon ReportPlus, the average asset level of breakaway reps is up to $300 million, according to the investment bank.
October 18, 2017
Private Equity Firm Lovell Minnick Is Buying $20B Tortoise InvestmentsThe purchase of the asset manager is expected to close in the first quarter of 2018.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 17, 2017
DeVos Sued Over Plans to End Protections for Student BorrowersA coalition of states is suing Education Secretary Betsy DeVos for her plans to end rules that protect student loan borrowers.
October 17, 2017
The Ear of the Beholder: Words Clients Hate, Words Clients LikeA Chubb research project found that its not what you say to prospects that matters; its what they hear.