Analytics

Analytics for retirement readiness

The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Let technology help your practice increase customer retention and find better prospects.

Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.

Salesforce is the latest to offer advisers data-driven insights into clients.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

Why executives think forthcoming technologies will secure the firm’s lead as a digital innovator.

A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.