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The latest in financial #AdviserTech — December 2020

The latest in financial #AdviserTech โ€” 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 monthโ€™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...
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