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FEBRUARY 9, 2023

TECHNOLOGY

Alan Moore to Step Down as AdvicePay CEO

Diana Britton

Once the company finds a new chief executive, Moore will become executive chairman of the board.

FULL ARTICLE

TECHNOLOGY

William Blair, InvestCloud Launch New SYSTM Platform For RIAs

Davis Janowski

The first component of the new platform, a turnkey asset management platform supporting SMAs and UMAs, is now live.

FULL ARTICLE

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RIA NEWS

A Quarter of RIAs May Add a New Custodian in Next Year

Diana Britton

RIAs are more likely to add a new custodial relationship than unwind an existing one, presenting an opportunity for emerging custodians to make inroads, according to a new Cerulli report.

FULL ARTICLE

ETFS

Random Walk’s Malkiel Says Case for Index Funds Is Stronger Than Ever

Suzanne Woolley

Author of Wall Street investing classic argues active management makes sense only in a few illiquid areas.

FULL ARTICLE

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