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The latest in financial #AdvisorTech — April 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.

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T3 2022 Conference Roundup: A Farewell to Zoom

The 'largest T3 ever' makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

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T3 2022 Conference Round Up: A Farewell to Zoom

The 'largest T3 ever' makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

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Schwab Plans April Debut of Personalized Indexing

Charles Schwab's direct indexing offering will start with three indices, tax management and daily attention. Some advisors are skeptical.

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Pershing acquires Optimal Asset Management direct indexing

The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.

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