CRM systems

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

As investment management becomes a supporting service, software providers are facing disruption.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

One New Year’s goal is to embrace leading-edge platforms.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

In an industry full of late adopters, being on the cutting edge can win young clients.

A good software tool can be hard to find. Our annual Tech Survey can help.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.