Investment technology

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

Striking the right balance between humans and technology has become the holy grail for early adopters.