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Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7
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Technology will bring down price. Will advisors fight it or embrace it?
January 23
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The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18
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The software is powered by analytics previously available only to larger institutions.
January 17
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Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
January 17
Envestnet -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27
Jefferson National -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27
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Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.
December 20
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Investing fees have fallen for the past few years and there may be no end in sight.
December 14
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Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.
December 11
Archer Investment Management -
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A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.
December 1
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Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.
November 29Jefferson National -
The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.
November 21
Broadridge Advisor Solutions -
When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.
November 21
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After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.
November 20
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AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.
November 14
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Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.
November 7
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Striking the right balance between humans and technology has become the holy grail for early adopters.
November 2
