The Practice: Technology
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July 23, 2019Morgan Stanley Helps Advisors Share Encrypted Documents With New ServiceThe offering comes from a collaboration with technology provider Box.No Comments
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July 17, 2019Ritholtz Wealth Moves Robo Service to Betterment PlatformThe wealth management practice had previously partnered with Upside Financial in 2014 for its robo.No Comments
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July 17, 2019Here's Raymond James' Approach to the Subscription Advice ModelRayJay's CEO doesn’t see any sudden movement to subscriptions.No Comments
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July 16, 2019This is What Hundreds of RIA Compliance Officers are Worried AboutCybersecurity, advertising/marketing and data privacy are the top concerns of most RIAs surveyed.No Comments
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July 11, 2019JP Morgan Reveals New ETF Gambit to Win Robo ClientsThe offering requires just a $2,500 minimum and charges a 0.35% annual fee.No Comments
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July 3, 2019LPL Lures Billion-Dollar Practice from Raymond JamesPacNorth Retirement Group has joined LPL’s broker-dealer and corporate RIA platforms.No Comments
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June 28, 2019This Year’s Top 300 RIAs RevealedTechnology remains a top concern for these elite advisors.No Comments
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June 27, 2019Cadaret Grant Adds 12-Person OSJ TeamBert Riley’s New Jersey-based practice oversees $600 million.No Comments
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June 19, 2019When Morgan Stanley and Merrill Managers Talk About Tech Spend, What’s the Subtext?Some advisors could be forgiven for hearing mixed messages.No Comments
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June 18, 2019Here’s How Wells Fargo Reins in the Social Media Activities of its AdvisorsThe wirehouse uses a static rather than interactive approach to supervising.No Comments
