Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.
Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.
Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.
As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
Firms will have to be transparent, provide adequate guardrails and deliver impactful strategies to succeed because while AI won't replace humans it is not going away.
visiWealth founder Dr. Ross Riskin discusses the how engaging visuals takes the complexity out of financial planning.
