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SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.
Gridline joins other digital platforms, such as CAIS and iCapital, in providing advisors with better access to alternatives and removing many of the challenges of investing in the private markets.
This week eMoney announced updates to its marketing platform, a CTO for Carson Group, Skience Surveillance Solution rolled out, and an integration between Advyzon and SSG.
CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm that is often masked by market performance.
Mature firms are initiating proactive compliance, going out and trying to determine what regulatory changes are coming and how they will impact the business.