February 2025

The Future of RIA Technology: Automation and Insight at Scale

The Registered Investment Advisor (RIA) landscape is experiencing significant growth, with a 4.4% increase in asset management clients and a 12.6% increase in total assets under management (AUM) in 2023 alone. To take full advantage of this momentum, RIAs must accommodate the needs of increasingly sophisticated investors and scale their operations while managing costs. Yet […]

The Future of RIA Technology: Automation and Insight at Scale Read More »

LiquidityBook Has Joined FactSet. Here’s What It Means for Our Clients.

By Kevin Samuel, Founder & CEO, LiquidityBook When we founded LiquidityBook, it was with a clear goal: to challenge the status quo in institutional trading technology. At the time, the industry was dominated by monolithic, inflexible legacy systems. Over the past two decades, our modular, cloud-native technology has offered a better path, unlocking superior performance,

LiquidityBook Has Joined FactSet. Here’s What It Means for Our Clients. Read More »