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eMoney
Adapting new technologies, firms challenged to keep it simple
Everyone wants technology to streamline processes, but clients' complex problems create hurdles to achieving that goal.
Upstart software firm adds vets to challenge eMoney, MoneyGuidePro
Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
Who’s fighting for advisers and clients in financial data debate?
Access to banking information ensures advisers can perform holistic planning, fintech firms say.
No turning back the clock on fiduciary
After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.
TD Ameritrade Institutional makes splash with revamped Veo One, new iRebal Model Marketplace
The two major technology enhancements are set to benefit RIAs, says our tech columnist.
Tech Survey 2016: Which adviser tech delivers the best ROI?
Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.
Voices
Fintech is at its prime and advisers need it to remain competitive
Ed O'Brien
CEO
eMoney Advisor
A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.
eMoney's Ed O'Brien: Want young advisers? Invest in software, not filing cabinets
If an adviser hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?
