Technology
Technology
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The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
April 5 -
The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
April 5 -
Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.
April 4 -
Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.
March 30 -
With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.
March 30 -
Compliance experts say financial advisors who boast publicly about their investment prowess should make sure they have support for their claims.
March 29 -
In the latest Independent Advisor Outlook survey from Charles Schwab, financial advisors shared the advantages and pitfalls of the industry's record RIA expansion.
March 29 -
He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.
March 28 -
Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.
March 22 -
Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.
March 22