Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.
Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.