Fintech
Fintech
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The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.
February 20 -
The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
February 15 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
The CEO of Myriad Advisor Solutions came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus.
February 8 -
The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7 -
The San Francisco technology company is partnering with Onramp Invest to offer registered investment experts tools for facilitating larger digital asset transactions.
January 25 -
The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24 -
The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23 -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19 -
The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.
January 16 -
The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.
January 11 -
Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.
January 11 -
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
January 10 -
Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.
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