Technology
Technology
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Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
March 5 -
Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?
March 4 -
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4 -
The wirehouse aims to bolster its advisory business by gaining a dominant foothold in the stock plan administration software industry.
March 3 -
The deal is the latest by a larger company seeking to gain fintech market share.
March 2 -
LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.
March 2 -
Clients blasted the company on social media for not being able to make trades.
March 2 -
For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.
March 2 -
RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.
February 27 -
Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.
February 26 -
The software giant’s offer comes as many fintech companies are becoming established enough to go public.
February 24 -
The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.
February 20 -
“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.
February 14 -
Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
February 13 -
The 70 million-strong cohort requires nothing less than constant technological innovation.
February 13 -
Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.
February 11 -
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Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.
February 7













