Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Merrill's latest move underscores wirehouses’ big tech advantage
By Ryan W. Neal      3 min read
Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration. Read More →
FINANCIAL PLANNING
2. Pair of acquisitions shows increased demand for retirement planning technology
By Ryan W. Neal     2 min read
The deals come as millions of baby boomers enter retirement. Read More →
FINANCIAL PLANNING
3. Robinhood's Midas touch in stocks disputed by Barclays researcher
    2 min read
The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks. Read More →
HOT MIC
Three critical shifts in wealthtech
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Q: What advice would you give to advisors about getting tech buy-in from other team members?

A: “That early adopter needs to work with the technology provider to build real case studies about how [the tech] helped them either manage better portfolios or generate better prospects or in some way improve their business, and use themselves as a case study,” says MyVest CEO Anton Honikman.
Get the whole conversation →
Raising Capital
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Santander Group invests $40M in consumer lender Upgrade
By Penny Crosman     3 min read
Other challenger banks focused on personal loans have struggled since the onset of the coronavirus pandemic. Read More →
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