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How Amplify Platform Aims to Give Advisors Their Business—and Their Sundays—Back
The pitch you hear from most technology providers in the wealth management space follows a familiar arc: buy
Yen Soars As Japan Intervenes After Issuing ‘Final’ Warning
(Bloomberg) - The yen surged as much as 3%, its biggest intraday gain in almost two years, after Japan intervened in the foreign-exchange market, hours after officials delivered a “final” warning to investors against selling the
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Beyond the Call Center: Fiduciary Trust Shows Custody Still Matters in Wealth Management
Scott S. Sumner, Vice President and Head of Custody at Fiduciary Trust Company, explains why custody deserves strategic consideration from advisors serving high-net-worth clients. From trust accounting capabilities to same-day wire escalations, Fiduciary Trust has built its operations around one principle: custody should never drag down the advisor-client relationship. Learn how keeping operations in-house and maintaining direct advisor access changes the custodial experience.
Scale Without Sacrifice: Envestnet on Protecting the Advisor-Client Relationship Through Growth
The RIA channel’s growth is easy to attribute to technology. Vibhaw Arya, Head of Strategic Relationships, RIAs, at Envestnet, attributes the appeal to something else entirely. In a wide-ranging conversation, Arya lays out a philosophy centered on the advisor-client relationship—and explains how integrated infrastructure, AI-powered personalization, UMA architecture, and a genuine partnership model all exist to serve that partnership. The tools change. The priority doesn’t.