Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
Until custody risk is virtually eliminated, advisors won’t buy and sell crypto assets on behalf of clients. But they still need to be well-versed in the new asset class.
Finalists don’t seem to mind stipulations like the right of first refusal, which are said to be expected when working with a large custodian or other similar institutions.
The deal builds scale and efficiency at Vestmark, giving the trading and portfolio management platform access to the RIA business developed by Adhesion.
The investment bank’s wealth management business boasts a native integration with BlackRock’s Aladdin, as well as combined planning and portfolio construction tools.
LPL has been swift, transparent and supportive with advisors and their clients affected by the recent data breach; Capital Forensics remains tight-lipped.
