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Some large RIA principals are emerging as both gatekeepers and early-stage investors for tech startups with the potential to transform the advice industry.
AdvicePeriod’s Steve Lockshin was an early investor in Betterment. That opened the door for him to make more investments in fintech firms in the advisor space.
TD Ameritrade Institutional President Thomas Nally reassured advisors at the National LINC conference that the human element is more important than ever.
The Innovation Shares NextGen Protocol ETF tracks the Innovation Labs Blockchain Innovators Index, which uses "natural language processing" to scan news sources to determine sentiment and spot keywords to create a stock portfolio.
