JANUARY 17, 2020

TECHNOLOGY

Does The Visa-Plaid Deal Mean Advisors Lose?

Samuel Steinberger

Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.

FULL ARTICLE

PEOPLE

Blucora CEO John Clendening Steps Down

Diana Britton

Executives assure advisors the move won’t affect the progress of the wealth management business and its recently announced acquisition of HK Financial Services.

FULL ARTICLE

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