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The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?
July 13 -
In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.
July 13United Capital -
Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.
June 17 -
"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.
June 17 -
The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.
June 17 -
"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.
June 15 -
Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.
June 15 -
Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.
June 15PFI Advisers -
Despite much innovation, needs of new planners still aren't being met.
June 14 -
Goal-planning and security are two areas where wealth management firms need to innovate most, say Corporate Insight researchers.
June 14