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Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
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Summary: Tiger 21, the peer-to-peer network for ultrawealthy investors, in mid-February rolled out the red carpet at its fifth annual members conference for some of the world’s leading thinkers on finance, investment and family relationships.
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
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Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
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Summary:On Friday, the first full day of the three-day T3 conference, the tech news kept coming, and it was undeniable that technology providers to financial advisors are preparing for a next-gen shift as investors becoming increasingly comfortable with online financial services.
