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Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. YCharts acquisition keeps PE dollars flowing into advisor fintech
By Ryan W. Neal      2 min read
Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million. Read More →
FINANCIAL PLANNING
2. How SS&C Advent aims to meet advisor demand for annuities
By Ryan W. Neal     3 min read
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent. Read More →
 
FINANCIAL PLANNING
3. OCC fines Morgan Stanley $60 million for 2016 data breach
By Brendan Pedersen     2 min read
The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information. Read More →
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HOT MIC
New ways to deploy existing tech amid the coronavirus
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Q: How has the volume of deals been affected by the coronavirus?

A: “I think we’ve actually seen an increase in interest for RIAs that perhaps were sitting on the sidelines, still debating whether or not they were ready to make a move. Because it’s not just a transaction around assets and financials, it’s an emotional transaction too,” says Hightower Chief Marketing Officer Abby Salameh.
Get the whole conversation →
Raising Capital
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A financial plan for $99? How this fintech startup plans to serve mass market retirees
By Ryan W. Neal     3 min read
Unlike many digital advisors, Retirable is not offering investment management or targeting millennials. Read More →
 
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