Technology
Technology
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Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.
May 15 -
Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.
May 10 -
They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.
May 10 -
Expect AI to be a growth factor, an expert predicts at Morningstar.
May 10 -
CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.
May 9 -
Firms are spending plenty on tech but are skimping when it comes to training their people to recognize an incoming attack.
May 8 -
These double-digit returns came at a price lower than the rest of the sector.
May 8 -
The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.
May 8 -
The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.
May 8 -
It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.
May 7 -
Fewer than half of advisors are happy at their current workplaces.
May 3 -
When a tweet drew backlash from customers and politicians on Monday, it brought into question how banks should couch their messages on social media.
May 3 -
The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.
May 3 -
To find out where the technology is at work, ask Siri two questions.
May 3 -
The hiring will “reflect the changing nature of fund management,” a company spokeswoman said.
May 2 -
Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1 -
One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1 -
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