Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.
Stich, the former chief operating officer of NaviPlan, will join as chief revenue officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian.
Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
Mary Ann Bartels spent more than two decades at Merrill Lynch, where she created research that advisors and clients used to make investment and portfolio decisions.
As liquid alternative investment products become increasingly accessible and market conditions shake confidence in the standard 60/40 allocation model, WealthManagement.com asked a variety of boots-on-the-ground advisors how they view alternative...
Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.
