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A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.
November 2 -
They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10 -
Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.
June 18 -
The platform provider is pushing the concept hard, but early reviews are mixed.
May 17 -
The tech giant's data division rolls out new apps for clients — and links to Alexa.
May 17 -
The technology platform powerhouse is betting on integration, but competitors eye disruption.
May 14 -
Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."
April 13 -
To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.
March 21Orion Advisor Services -
Let technology help your practice increase customer retention and find better prospects.
August 23Emotomy -
Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.
July 26