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Morningstar Investor Connects Individual Investors Portfolio Management to Morningstar Research

MaxMyInterest Rolls Out Improved MoneyGuide Integration

Blockchange Inc Becomes First Digital Asset Platform to Bring Crypto Account Visibility to All Major Portfolio Reporting Systems

Visa Won t Be Buying Plaid That s Good For Advisors

Death Of Plaid, Visa Mega Deal Could Be Good News for Advisors While they may miss out on some benefits, advisors could be better off from the termination of Visa s plans to acquire account aggregator Plaid, according to observers. While the termination of the merger agreement between Visa and Plaid is a blow for executives at the two firms, advisors should largely benefit with few exceptions from the end of the proposed $5.3 billion deal, according to technologists and analysts. With its demise, advisors using Plaid will potentially forgo the faster speeds of fund transfers that Visa likely would have brought to the table, according to Sophie Schmitt, a senior analyst in Aite Group’s wealth management division.

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