-
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
-
Among our findings, advisors are (finally) embracing chatbots and robo advisors.May 31
-
Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.March 31
Editor-in-ChiefFinancial Planning
-
These tools will revolutionize … Wait. No. These tools will help financial planning evolve.December 1
Editor-in-ChiefFinancial Planning
-
Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.December 1
-
Advisors report what they love — and hate — about tech at companies holding client assets.January 4
-
These tools could save months of time — are they worth the investment?December 19
-
Advisors are craving mobile solutions, and vendors are looking to satisfy.December 6
-
From CRMs to robo advisors, planners share what's in their toolkit.December 3
-
Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.December 3
