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Greater transparency, high value, low cost and instant access: the financial technology has the power to provide it all.
July 26Jefferson National -
Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.
June 7 -
Using digital tools to gather financials earned planners an average $2,000 in additional revenues per client, according to a survey.
February 22 -
It’s important for all advice firms to have an information security strategy in place that safeguards company and client data wherever it resides.
February 22United Capital -
Why advisers need to pay close attention to technology vendor contracts.
February 1 -
Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
January 10 -
Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.
December 27 -
New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.
October 12 -
When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.
September 22