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Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.
June 26
Prudential Financial -
Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.
June 26
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The new product will allow fintechs to expand their financial service offerings without changing providers.
June 25
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Just like in the early robo days, sustainability is a real concern for digital platforms.
June 19
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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19
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After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.
June 17
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Among other changes, the bank lowered its minimum investment.
June 14
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12
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“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.
June 12
