Technology

Meant to eliminate conflicts of interest on self-directed trading apps that use AI and predictive analytics, the rule would in fact cut off market access for many of the investors who use them, a lawyer for the tech firm argued in a recent public...

Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.

Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.

Advisors will now have more flexibility in scheduling rebalances of their chosen models.

tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.

The new program was developed in collaboration with retirement services provider Empower, and should be available “within the next quarter or two.”

Saas veteran Dan Zitting will succeed Klein on Dec. 4, in a change that had been in the works for several months.

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.