Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

TradePMR Inc., a small, privately held brokerage firm located in Gainesville, Florida, is holding its annual user’s conference this week. To drum up some buzz in conjunction with the show, today it ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

This slick service comes courtesy of account aggregation, a state-of-the-art technology that burst onto the financial services scene in 1998 with all the hype and fanfare of the then-raging Internet.