Practice management software

Voices Building an app for your practice? Here's a guide for that

Mike Capelle
Head of technology platform United Capital

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Mobile technology August 15

Mobile technology August 15
RIA choices for automated advice multiply

A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.

Reinvent Wealth Sean Allocca August 8

Reinvent Wealth Sean Allocca August 8
Voices Successful RIAs are already profiting from AI tools

Craig Hawley
Head of Nationwide Advisory Solutions Nationwide

Early adopters of machine learning technology are more likely to expect business increases this year.

Reinvent Wealth August 1

Reinvent Wealth August 1
How this young fintech won advisors over

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

Reinvent Wealth Sharon Adarlo July 18

Reinvent Wealth Sharon Adarlo July 18
Voices How advisors can beat the fee compression race

Craig Hawley
Head of Nationwide Advisory Solutions Nationwide

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Reinvent Wealth June 6

Reinvent Wealth June 6
Build or buy: IBDs seek the right price for advisor tech

As firms position their advisors to compete for future clients, diverging strategies have developed.

M&A Sean Allocca June 6

M&A Sean Allocca June 6
Morgan Stanley execs join financial planning fintech

The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.

Reinvent Wealth Suleman Din March 28

Reinvent Wealth Suleman Din March 28
Will Ron Carson’s $52M tech gamble finally pay off?

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Investment technology Sean Allocca March 7

Investment technology Sean Allocca March 7
Kitces: We’re overdue for better planning software

As investment management becomes a supporting service, software providers are facing disruption.

Fintech Michael Kitces February 20

Fintech Michael Kitces February 20
At T3, the next wave of financial advisors are part coders, part planners

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Reinvent Wealth Suleman Din February 9

Reinvent Wealth Suleman Din February 9

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