The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
The founder of Digital Assets Council of Financial Professionals offered tips on how to talk crypto with clients during this week’s Wealth Management EDGE conference.
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.
Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded.
Dismissing client questions about crypto investing out of hand won't make their interest go away.
Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.
Riskalyze discusses how advisors and clients are using technology to improve communications and the planning process.
The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors.
Next-generation advisors are building their own practices through client-driven technology.
