Technology

​Norm Boulanger, president and chief operating officer of SS&C, Pete Hess, CEO of Advent Software, and Dave Welling, senior vice president and general manager of Advent's Black Diamond talk about the...

Advisors will soon have access to the third generation of the Black Diamond wealth platform, the biggest overhaul of the cloud-based portfolio management system since 2010. Black Diamond was slated to debut the platform, dubbed BD3 by clients ...

The flow of clients moving to online wealth management services from traditional banks could increase sharply as wealthy clients focus more on low fees and warm to online advice, the co-founder and CEO of British start-up Nutmeg said...

By using a data-driven, harmonized, and modernized sales approach, banks may be able to determine what the consumer wants to purchase and how he or she wants to purchase it.

To better attract and retain mass affluent investors, Capital One is the latest bank adopting the digital-human hybrid model for its retail investor clients...

Logging on to conference meetings while away from an office? Hardly a one-click call. Instead, they’re a juggling act of PIN numbers and access codes that need to be excavated—until now. MobileDay streamlines these details into...

PIEtech's CTO Tony Leal believes protecting client data is crucial for financial advisors. That’s a core reason he pushed MoneyGuidePro to scrub much of its personal data— from street addresses to the Social Security numbers of...

Planning for Social Security Benefits

Capital One Sharebuilder rebranded on Monday as Capital One Investing, merging its online brokerage and advisory practice divisions. Yvette Butler will manage the new business, which will include a new team of advisors and the upcoming launch...