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Practice management software
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The advisor's guide to AI
Mitchell H. Caplan
CEO
Jefferson National
Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.
How to make sure everyone is happy with new tech tools
Listening and managing expectations are key to successful implementation.
Sponsored by Commonwealth
Learn the ROI of upgrades and avoid drowning in a tech puddle
There are several steps advisors can take to ensure their practices benefit from technology investments.
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.
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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.
See more Practice management software
