Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

When Commonwealth Financial Network last March that it would be acquired by LPL, Adam Spiegelman confronted a decision he had been circling for years: stay in a consolidating broker-dealer ecosystem ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

We’re hearing a lot about technology priorities shifting in 2026. From your perspective, what are the biggest capital markets trends that will have the greatest impact on clients this year? From a ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Most people use some form of social media to maintain relationships. Perhaps financial advisors should do the same with clients? A follow or "like" from their advisor could go a good way to engage ...

NEW YORK--(BUSINESS WIRE)-- Accenture (NYSE: ACN) has agreed to acquire Maryville Consulting Group, a US-based technology consultancy with core capabilities in product-driven growth strategy, digital ...