Rapidly advancing technology poses an array of challenges for today's financial advisors. A group of tech vendors, b/ds and others discussed them all during a Wealth Management Industry Awards Technology Roundtable discussion.
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Greenlight has raised millions in its mission to help parents teach children about spending, saving and investing.
Don’t stop at replicating legacy processes. New technology opens avenues to operationalize your business through greater efficiencies and a more engaging client experience.
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Sep 12, 2019
OCIE is using technology and data analytics to assist with identifying which firms to examine, and how often.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Turning client tax returns into a planning opportunity shouldn't be difficult, say co-founders of Holistiplan.
Simplified digital account conversion and larger number of available mutual funds and ETFs top the list.
The integration provides Axxcess with missing components that will help streamline the strategy selection process.
