BDO adds real-time monitoring to ADV filings for portfolio risk assessment

Advanced Form ADV filing is available to clients via eConnaissance platform

Emily Sakamoto 5:53 PM ET

FlexTrade’s latest tech incorporates AR into its EMS

Emily Sakamoto 21 April, 2017

Surveyor services broker-dealers in equities, options and futures

Emily Sakamoto 18 April, 2017

Surveyor services broker-dealers in equities, options and futures

Emily Sakamoto 18 April, 2017

Christopher Woida will lead the company’s indexing initiative

Emily Sakamoto 17 April, 2017

Cloud-based application aids portfolio managers

Emily Sakamoto 17 April, 2017

Intersection of active and AI

Asset managers see potential of AI in active portfolio management

Emily Sakamoto 7 April, 2017

Time to re-evaluate investment research

Firms seek valuation tech to break down research fees for regulators

Emily Sakamoto 4 April, 2017

Earning keep

Despite slashed budgets across fund management, tech still on the rise

Emily Sakamoto 8 March, 2017

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