Technology continues to advance multiple segments of the financial industry into a more efficient and user friendly experience. A core target of this revolution is the independent advisor and broker/dealer space, which has seen the continued amalgamation of services...
Mutual funds broke new ground in the investment industry, particularly gaining recognition in the 1980s and 1990s as a way for the retail investor to access active institutional money managers. The industry has continued to grow but has seen a significant challenge...
Three Critical Strategies for Advisors Thought Leadership from a Technology Leader. This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the...
Unified Managed Accounts (UMAs)September 25, 2020