Technology
Technology
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The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.
April 10 -
FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?
April 9 -
The updated site will include more listings as well as opportunities for career coaching.
April 9 -
Audit volume is up but compliance issues are down — with cybersecurity as the wild card.
April 9 -
Andreessen Horowitz — one of the richest and most famous firms on Sand Hill Road — is giving up its VC designation.
April 8 -
A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.
April 8 -
Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.
April 5 -
The IBD's advisors can expect new technology and product offerings, says David Knoch.
April 4 -
Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.
April 4 -
J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.
April 4 -
It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.
April 3 -
Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.
April 3 -
The wealth manager recently introduced monthly fees. But, it's not for everyone.
April 3 -
About 82% of financial advisors are already using financial planning software.
April 2 -
The aggregator buys two RIAs with a combined AUM of over $800 million.
April 2 -
The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.
March 29 -
Financial advisors are seeking technology tools that help them deliver deeper insights and better advice. Results of Financial Planning’s survey shows them where to look.
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Asset managers have felt the pressure as volatility roils global markets and investors continue to demand low-fee funds that require far fewer workers.
March 28 -
How much do RIAs really need to pay for tech? Q&A with In|Vest speaker Aaron Schaben of Carson Group Investing in technology is an ongoing expense.
March 27 -
The New York-based firm has secured over $62 million in equity funding since its founding in 2014.
March 27



















