LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.
Elon Musk, Shiba Inu, El Salvador and a $69.3 million NFT all played a part in a singular year for the industry. Here are 11 key moments.
Dakota Wealth Management's Carina Diamond shares how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business.
Hearsay Systems is releasing a video prereview tool for compliance departments overwhelmed with the volume of advisor videos.
Hoping to make it simpler for advisors to onboard, Advisor360 is launching new software bundles for enterprises.
Planswell is giving away its financial planning software for free, instead turning to business development and marketing to generate revenue.
From IPO filings to inside stock transactions, the firm's relationship intelligence tech has grown in sophistication over the last nine months.
FNZ's infrastructure is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
