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The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

HOSTED by: Navigating Inflation, Interest Rates, and a...

Presented By: Session #8: Navigating the Cryptocurrency Regulatory...

NEW YORK, July 7, 2020 /PRNewswire/ -- More than half of financial services companies plan to accelerate implementation of their next generation technology strategies,...

Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...