Technology
Technology
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SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
9h ago -
Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.
9h ago -
A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24 -
A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.
July 22 -
The 2025 Investment Management Compliance Testing Survey found that 57% of firms' compliance officers rated AI as a concern.
July 22 -
Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.
July 21 -
Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.
July 21 -
Founder Jason Wenk discussed the rapid rise of his firm, his plans for AI, a coming Netflix show with a "cool" name and more.
July 18 -
Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.
July 16 -
Negative net new assets came back to the giant clearing and custody firm in the second quarter, although they weren't as large as in the same period of 2024.
July 15