Software integration

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.

CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.

The deal underscores an industry trend combining planning with portfolio management.

The purchase will add to one of the asset manager’s key businesses, Aladdin.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Advisors should be scrutinizing vendors to find partners who share similar organizational values.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

New solutions offer plenty of features but lack focus.

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

Fragmented programs can squash productivity and firm growth.