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Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.
July 12 -
Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.
August 17Johnson Financial Group -
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 27Raymond 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 -
Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.
January 29RightSize Solutions -
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18 -
Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.
June 26Prudential Financial -
The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19 - Orion Advisor Services
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Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1