There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets.
If three-month LIBOR sinks below 1 percent, it would be a major headache for the market.
A special edition of the report card where Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor tech over the past 10 years.