T3’s Joel Bruckenstein was recently quoted on the significance of YCharts’ acquisition of Informa’s Zephyr, a move that strengthens SMA analytics for financial advisors / asset managers and reflects continued innovation in advisor technology. His perspective underscores how firms are using more advanced data and automation tools to improve investment analysis and support better client outcomes.
Read the article: YCharts acquires Informa’s Zephyr to bolster SMA analytics for advisors
