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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.May 31
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Financial advisors, broker-dealers, custodians and other firms are trying to do their part amid a public health and economic crisis.May 1
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Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.April 9
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The next big institution is going after fintech, but there’s still a long road ahead.August 5
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The new open architecture platform will minimize the “swivel chair experience” for advisors.June 11
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Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.February 13
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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.January 31
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Can smart speakers meet the level of sophistication and security needed for wealth management?November 7
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To win over advisors, don't force tech changes: Q&A with In|Vest speaker, HD Vest's Crystal CliffordDespite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.November 7
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Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.October 29
CEOElite Consulting Partners
