The company's robo-advisor clients paid de facto fees because of the program's cash allocations, the agency said.
The Berlin-based broker app raised 250 million euros in its latest funding round.
The investment gives Savant access to Lumiant's advisor client portal.
Though emerging markets could outperform their developed counterparts, they face big headwinds.
The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.
Staff members need time to adopt the latest technology programs, consultant Jeff Haines said.
The acquisition of SIMON is designed to boost the process of handling structured products, iCapital said.
The $5 trillion RIA continues its strategic rampage across the entire wealth spectrum.
Bitcoin and altcoins could lose even more, said Mike Novogratz, the founder of Galaxy Digital Holdings.
They're risk-averse, worried about retirement and ready for financial advice, according to a Natixis survey.
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