News, Vision & Voice for the Advisory Community


Quick hits: Broadridge broadens to UHNW market with sneaky-success Statpro; Kitces calls out fintech's innovation drought; SS&C's Eric Rocks talks growth where Tamarac and Orion are scarcer

Big companies lurch toward big, green markets even as old one turn brown and begin to decay

Author Oisin Breen July 10, 2018 at 4:46 PM
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Alan Moore: I think the advisor FinTech space is in desperate need of niche tools ... I'm excited to see what strides the industry makes over the next year.

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The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up

Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff

April 10, 2019 at 11:05 PM

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