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Focus entered a strategic business relationship with HiddenLevers to build new tech for the RIA consolidator, which is now available to some partner firms
The partnership between Europe’s largest bank and the world’s biggest asset manager comes as both industries are battling to use technology to increase profits and improve service.
Nine in 10 advisors view change as a liability, but a lack of innovation can lead to growth problems, say Joe Duran and Michael Kitces, in their newest podcast series.
Should independent financial advisors help clients invest directly in real estate? RealCrowd's REAllocate is on the cusp of launching an advisor-centric platform to help them do just that.
