The new facility will be one of four locations in North America and Europe
The firm has teamed up with Toronto-based education provider Learnedly
Advisors still want improved back office support and client materials
Executives have realized that remote-based operations can continue in a post-pandemic world
The new fund invests in companies that are innovators in the financial services sector
J.D. Power suggests self-directed investing firms focus on client onboarding and mobile apps
The platform will be available later this year
Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices
Rollout should be done by end of the year
Covid-19 has created an opportunity for alternative data to shine