Practice management software

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

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

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.

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

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

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

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

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

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

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.