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BMO Wealth Management Selects FactSet for Primary Market Data

The implementation equips advisors with FactSet’s industry-leading content and analytics.

Goran skokoBruce fermanHead of researchHuman rights campaignAdvisory solutions at factsetWealth management firms software factsetAdvisor workstationExecutive vice presidentAdvisory solutionsChief operations officerWealth management firmsWealth management softwareCorporate equality indexBest placesGlassdoor employee choice award

WealthStack Roundup: News From Morningstar, InvestCloud, Docupace

Morningstar, Luma partner on annuities, Michael Roth to oversee InvesCloud's NaviPlan, Docupace launches a Productivity Suite for RIAs and more.

Michael rothInformation systems incEzra groupSalesforce financial services cloudPershing advisory servicesAnnuity intelligence centerAnnuity intelligence center onCharles schwabMorningstar advisor workstationLuma financial technologiesAdvisor workstationPlan getsNew leaderClearlake capitalMotive partnersDigital planning

Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers

Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers
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United statesNew yorkJoseph collinsScott mackenzieTodd dilatushExchange commissionMorningstar research incNational sales for lumaMorningstar incLuma financial technologiesNational salesMorningstar advisor workstationAdvisor workstationFinancial technologiesMorningstar researchChicago based morningstar

South Carolina warns financial firm Morningstar over ostensible anti-Israel bias

US state threatens to cut ties with leading investment research company out of 'solidarity with Israel'; company denies any prejudice

New yorkUnited statesIsrael generalSouth carolinaWest bankBen jerryKunal kapoorCurtism loftis jrFinancial officers foundationWhite caseIsrael boycottCarolina treasurer curtisDaily editionbyAdvisor workstationIsrael paradeNew york city

TECH TUESDAY: Technology, Partnerships Expand Structured Products Market

Market practitioners say a revolution is at hand in terms of broadening access.

Tim bonacciOliver albersKevin reedKeith stryculaNasdaq fund networkNasdaq fund networktoFounder of structured products associationLuma financialLuma financial technologiesAdvisor workstationStrategic partnershipsStructured products associationNasdaq executive vice presidentInvestment intelligence