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Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.August 27
senior vice president and headRaymond James' Financial Institutions Division -
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.May 31
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Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.January 29
CEORightSize Solutions
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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.October 18
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Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.June 26
Director, advanced marketsPrudential Financial
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.June 19
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Chief Innovation OfficerOrion Advisor Services
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Without advisor buy-in, scale can't be achieved, the tech executive says.May 1
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It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.March 5
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The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.March 5
