Here’s what users of Black Diamond can expect in coming months.
Fidelity Institutional Wealth Services announced this morning that it plans to refer advisors looking for a “robo-advisor” platform to Betterment Institutional.
Big broker-dealers continue to improve their platforms for advisors with better navigation, client information and mobile apps.
Junxure Cloud is reasonably priced for the system’s capabilities.
Advisors and organizations that fail to address these issues will lose opportunities at best and suffer consequences at worst.
New competitors like Quovo may relieve the pain from account aggregation.
Private Client Resources’ services are best for advisors with wealthy clients invested in alternatives.
A new “all-in-one” product from Advyzon may become one of the rare successes in its category.
They aren’t the big behemoths, but they are stepping up their game and adding more services for RIAs.
Changing the paper-based behavior of advisors and their clients remains a challenge for financial services firms, says a new study.
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