Page 8 - Advisor Summit News Today

Conferences are planning in-person events in 2021 Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country. January 26, 2021 2 MINS Nearly a year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences.  Today, the ...

The latest in financial #AdviserTech — December 2020 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! December 18, 2020 38 MINS This month’s edition kicks off with the big news that BlackRock is making a billion-dollar bet on the future of direct indexing, acquiring the No. 2 player, Aperio, just weeks after Morgan Stanley acquired the No. 1 direct indexing provider, Parametric, which given BlackRoc...