Mitchell H. Caplan

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Early adopters worked out the kinks – now it’s time for advisors to dive in.

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.