At E[Money]-Marriage Of Schwab And Fidelity At T3 (Graham Thomas, RIABiz)

At E[Money]-Marriage Of Schwab And Fidelity At T3 (Graham Thomas, RIABiz)

Last week was the Technology Tools for Today (T3) Advisor technology conference, which included a number of big announcements… including the news that Fidelity-owned eMoney Advisor will be integrating to Schwab OpenView Gateway, in a move that both companies seem to hope will finally lay to rest the concerns about eMoney Advisor’s subsidiary independence from Fidelity since its acquisition two years ago. \

Though the eMoney-Schwab integration news was hardly the only buzz; other notables included: the roadmap for Fidelity’s Wealthscape and Automated Managed Platform (AMP) robo-advisor-for-advisors solution; AdvisorEngine rolling out new services (and acquiring WealthMinder); a new “collaborative fact-finding tool” from Advicent; a quasi-TAMP offering from an integration between Addepar and FolioDynamix; and new product announcements from Riskalyze and Orion.

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