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Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.
May 19
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Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.
May 19
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While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.
May 18
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Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.
May 17
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The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.
May 16
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Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.
May 11
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Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.
May 11
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Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.
May 11
Jefferson National -
Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.
May 6
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The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.
May 5
