How Raymond James Spends $1B a Year on Tech, With Advisors in Mind
By John ManganaroAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 14, 2025
The Hidden Advantage Top Advisors Are UsingWhy adding actuarial expertise to your team could be the smartest (and simplest) move you make this year.
May 13, 2025
Vanguard Shared Client Trades With Google and LinkedIn: LawsuitThe proposed class action involves consumers who use Vanguard's website or mobile app.
May 13, 2025
Optimism Is Back as Stocks Rally on China Tariff DealEd Yardeni boosts his S&P forecast, while bullish Jeremy Siegel notes stock optimism assumes tariff resolution.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
Ex-Schwab Advisor Claims Age and Sex DiscriminationThe advisor was forced to resign and replaced by a younger male counterpart, she says in a lawsuit.