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Practice management software
How to redeem the team meeting
It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.
Advisor tech cash boom trickles down to even the tiniest firms
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
Investor support flows to advisor software firms
Together, Advizr and Trizic raise nearly $10 million in funding.
What the tech-averse advisor is missing out on
Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.
Upstart software firm adds vets to challenge eMoney, MoneyGuidePro
Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
Addepar acquires alt investment platform
Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.
Voices
3 fintech trends worth adopting
Mitchell H. Caplan
CEO
Jefferson National
Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
Kitces: How to survive the robo threat
Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.
Ready for robo coaching, too?
New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.
Still wedded to Excel? Why it's time for a breakup
Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.
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