Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.
Too many financial advisors aren't using social media to their full potential. Here's how.
Envestnet finalized the purchase of Edmond Walters' estate and legacy planning technology, rolling it into MoneyGuide and exiting the joint venture.
Three bits of advisor technology news you may have missed over the past week.
The transition consultants announced an all-digital pathway meant to reduce the friction when advisors, and their clients, change firms.
Advisors on the technology that really stood out during the COVID-19 crisis, and the tools that fell flat.
