The top 10 most-read RIABiz articles of 2017 told stories about what RIAs, brokers, vendors can get away with post-DOL rule
Change is abrupt, pain is severe but most of it can be traced to custodians and advisors taking their medicine preemptively
|December 28, 2017 — 8:49 PM UTC|
The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas
RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance
|November 7, 2017 — 1:00 AM UTC|
InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
Apex RIAs can now customize portfolios via InvestCloud, which JP Morgan has a stake in, perhaps creating a counterweight to back-end monolith Envestnet
|July 19, 2017 — 6:50 PM UTC|
Wealthfront nixes Apex Clearing and explains it as step in ridding 'semi-manual processes and disjointed systems'
The Redwood City-based robo-advisor says in its blog that its software advance enables new destiny in "personal banking"
|May 12, 2017 — 10:18 PM UTC|
With robo-advisors on the rise, robo custodian Apex is rising with them, a diamond mined from the rubble of the Penson Worldwide debacle
Cheaper, more paperless and early to market, the Dallas-based clearing house/broker-dealer is out to protect its lead as big RIA custodians play robo catch-up
|May 1, 2015 — 6:19 AM UTC|