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.