This content is from: RIAIntel A Looming Threat to Wealth Managers Has Arrived Financial advisors who reported losing business in 2020 due to technology lost an average of more than one-fifth of their book, a Broadridge survey shows. By Michael Thrasher August 18, 2020
This content is from: Premium Tiger Alum Launches SPAC to Capitalize on Fintech in the U.S. and Abroad At least four firms with roots to Tiger Management have launched blank check companies in the past year. By Stephen Taub July 28, 2021
This content is from: RIAIntel With 95% Accuracy, This New Software Can Predict When Clients Will Leave In March, Broadridge Financial and AI firm Fligoo will launch proprietary software designed to anticipate investor behavior and improve advisor performance. By Michael Thrasher January 13, 2021
This content is from: RIAIntel PitchBook Expects Betterment and Other Robo Advisors to Raise Capital Many robo advisors attracted new assets in 2020. But at least one analyst believes they will seek funding from private or public markets. By Michael Thrasher March 24, 2021
This content is from: RIAIntel A Sea Change in Wealth Management Paused By the Pandemic Advisors were creating more financial plans before Covid-19. A new report predicts what will happen in the second half of 2020. By Michael Thrasher June 25, 2020
This content is from: RIAIntel A Digital Advisor Passport to Unlock All of Wealth and Asset Management Finvera is ready for the market and more advisors can expect to start seeing it this spring. By Michael Thrasher March 02, 2021
