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Hardware and software
Merrill Lynch advisors will soon be texting clients
The new texting capabilities will roll out on both Apple and Android devices over the next two months.
Voices
The unabated path of digital disruption
Mitchell H. Caplan
CEO
Jefferson National
Collaboration and acquisition between incumbents and start-ups is poised to increase.
Advisors, follow the fintech money
The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.
Are manual trading and rebalancing a waste of time?
Tired of doing this manually, many turn to solutions that combine the two in one platform.
How technology changes the recruiting landscape
When choosing their next employer, advisors resist a digital downgrade.
Fiduciary rule delay: Is now the best time to buy software?
Some advisors are holding out in case the technology changes.
How planning software can reduce regulatory risk
In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.
The keys to choosing compliance technology
Integration, scalability and service model are key to selecting a vendor.
4 things advisors should know about texting
There is nothing to be nervous about — but there is a way to do it right.
Digital communication can’t beat personal meetings
Technology is a tool, not a substitute for actual interaction.
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