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Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?
January 25 -
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."
October 19Life Planning Partners -
Advisors should be scrutinizing vendors to find partners who share similar organizational values.
July 25Orion Advisor Services -
The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.
June 29 -
A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.
November 1 -
New solutions offer plenty of features but lack focus.
October 30 -
Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.
August 16 -
Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.
May 17 -
Fragmented programs can squash productivity and firm growth.
November 11 -
The claiming process has become more complex. Here's how these programs can cut through the clutter.
August 23