07/20/2015
Assets at the Vanguard Personal Advisor Services platform soared in the second quarter, going from $17 billion as of March 31 to $21.2 billion as of June 30, RIABiz reports.
07/17/2015
Wealth management today is being quickly and drastically re-written by new competition, technology advancements and a new generational view that “we don’t want to work with our father’s advisor anymore.”
07/15/2015
Highbridge, which oversees $24 billion, and Sentient Technologies have had talks “regarding the application of our tech to finance and trading
07/15/2015
The deal is also a testament to the growth in the advisor space, Joel Bruckenstein, producer of the Technology Tools for Today events, tells the website.
07/08/2015
Acquisition establishes leading global provider with more than 10,000 customers worldwide; Combined revenues approximate $1.2 billion with winning combination of leading investment management software and services