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Practice management software
What the tech-averse adviser 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.
Tech Survey 2016: Seismic moves for digital wealth management
The annual Tech Survey reveals the trends that will separate future digital winners from losers.
Addepar's strategy: Focus on HNW, arm advisers with digital tools
The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.
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Make clients feel like it's their financial plan, not yours
Brian Leitner
Senior vice president of practice management
Mariner Wealth Advisors
A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.
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