Morningstar Advisor Workstation Gets Structured Notes Analytics
Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics.
Source: wealthmanagement.com
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Inside iCapital's $497 million in fresh funding
Alternative investment provider iCapital increased assets on the platform to $104 billion last year and landed significant new funding.
Source: investmentnews.com
Structured note technology for advisors | Financial Planning
Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.
Source: financial-planning.com
Riskalyze Fintech Report Card: October 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com