Welcome to the latest edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
2016 is likely to be a "muddle-through" kind of year, with limited headway for S&P earnings, a single-digit percentage change for stocks, and continued geopolitical issues. Nuveen's Bob Doll provides his 10 predictions.
More advisors are targeting high-net-worth clients today than they were even two years ago, despite tighter competition and a need to provide more complicated, and costly, wealth management services. Here are the top 10 RIA firms in this space.