The latest in financial #AdviserTech — December 2020
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 BlackRock’s sheer mass and distribution capabilities, could quickly turn 2021 into the year that direct in...
Source: investmentnews.com