Hardware and software

Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.

“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

It’s hard to fight inertia. Very hard.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

Eighty percent of advisors use portals. Many clients say they're not happy.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

To find out where the technology is at work, ask Siri two questions.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.