From WealthManagement.com
0 visitor like this article | Viewed 3370 times | 0 comment
Summary: When it comes to financial advisor technology, 2016 may go down as the year of data. Data analytics and account aggregation rose to a level of prominence and potential that had been overlooked for a long time - an exciting development.
From InvestmentNews
Added on January 2017 in Form an RIA
0 visitor like this article | Viewed 4109 times | 0 comment
Summary: A relative newcomer to the general concept of rollups and strategic acquirers, TruClarity is making a deliberate push for midsize wirehouse brokers looking to breakaway as registered investment advisers.
From InvestmentNews
0 visitor like this article | Viewed 4030 times | 0 comment
Summary: Less than a third of advisers “completely agree” that they are 100% prepared to deal with the outcome of a data breach at their firm, according to a recent study conducted by the Financial Planning Association and sponsored by TD Ameritrade Institutional.
From Financial Planning
0 visitor like this article | Viewed 4005 times | 0 comment
Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
From Financial Planning
0 visitor like this article | Viewed 4127 times | 0 comment
Summary: Advisers are warming up to the idea of utilizing robo advice as a tool to help them serve more clients. The latest tech survey from Financial Planning found 19% of advisers it surveyed are using digital platforms now.
