The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
Today’s tools are too basic and provide mixed results.
The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
Savvy Advisors adds a former LPL advisor as the venture capital-backed firm steps up recruiting efforts.
Shufro Rose's Vib Arya talks about staying head of the technology curve.
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
Artificial intelligence can actually help stabilize the process of buying and selling financial assets.
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.
