After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret ...

The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors suggestions on points to raise with clients about their portfolios.

What’s most important to your clients grows your b... What’s most important to your clients grows your b... Trust is the cornerstone of any successful client relationship. According to the annual ...

“We believe advisors need to become better communicators. By collaborating with forward-thinking, innovative partners like FMG, YCharts can expand its reach, empowering an extensive network of ...

TORONTO--(BUSINESS WIRE)--CapIntel, a pioneer in financial technology solutions, announced today the successful rollout of new services with Canada Life, a leading insurance, wealth management and ...

Background: Kayvon Sarmadi launched his career as a solo advisor at just 23 years old—an unusually young age in a post-financial crisis industry. “I had to beg the firm for an exception,” he says. “I ...