Banner Year for Account Aggregation, but Pricing Questions Remain
Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service...
View ArticleHow a Data Aggregator Boosted Its Assets
Private Client Resources lent an ear to its advisor customers, and benefited from the exercise, CEO Robert Fiore says...
View ArticleBranch Managers Are Key For Aggregator Growth
It’s no secret that in the wirehouse world, branch office managers aren’t getting the respect or authority they once enjoyed...
View ArticleNew $2.7 Billion RIA Eschewed Aggregator Route
The emergence of a new national RIA with $2.7 billion in assets under management underscores the continued consolidation of the registered investment advisor business as advisors seek new ways to...
View ArticleThe Absent Aggregators
M&A in the RIA space has slowed and some formerly high-flying aggregators are posting fewer deals. Are their days of gangbuster growth a thing of the past...
View ArticleMorningstar Picks Up Data Aggregator for $28M
Morningstar bolstered its data aggregation capabilities on Tuesday through the $28 million acquisition of ByAllAccounts, Inc., a company specializing in collecting financial account information...
View ArticleThe Rise of the Mini-Aggregator
More advisors are renting out their platforms to smaller advisors as a way to build scale. Could the trend disrupt the established aggregators...
View ArticleCircleBlack Expands Account Aggregator To Android Devices
CircleBlack, an online account aggregator and wealth management platform, is now available on Android devices...
View ArticleMorningstar: Outstanding Account Aggregation
Morningstar, Inc. was the winner in the Technology – Account Aggregation category of the 2015 WealthManagement.com Industry Awards...
View ArticleBetterment Announces Account Aggregator
The company says aggregation will improve its ability to deliver automated advice...
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