Technology
Technology
-
Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.
April 8 -
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
April 8 -
Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.
April 4 -
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.
April 2 -
Advisors have all the most sophisticated cybersecurity applications available on the market, but experts say they can't stop the biggest weakness out there.
April 1 -
Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.
March 31 -
Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.
March 27 -
Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.
March 26 -
With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.
March 25 -
Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.
March 24 -
Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.
March 21 -
The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.
March 20 -
Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from compliance to cybersecurity and more.
March 19 -
Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.
March 19 -
The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors, but experts say CTOs can bring vision and leadership.
March 18 -
It's still not taking financial advisors' jobs, but the tasks it's taking on in the wealth space are expanding.
March 18 -
More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14 -
Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.
March 13 -
Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the product roadmap.
March 13 -
The House of Representatives passed a resolution to repeal the regulations that created reporting requirements for digital asset brokers using decentralized finance systems.
March 12


















