Industry

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.

The firms have grabbed some three-fourths of the announced incoming advisors, as the pandemic cuts into valuations and casts uncertainty.

Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

It’s one of several ways that the firm is working to keep growth plans on track.

Deposits increased by almost $30 billion in March alone, with clients shifting out of equities and into cash.

“Through these difficult times, we are able to work remotely and seamlessly” thanks to the firm's digital tools, ex-RBC advisor says.

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.