“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.

Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Responding to advisor feedback in the wake of the TD Ameritrade transition, Schwab detailed a variety of updates to its custodial platform at IMPACT this week—and promised more on the way.

Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.

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.