Technology
Technology
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The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.
January 8 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4 -
This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.
January 3 -
CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.
January 2 -
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
January 2 -
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Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.
December 29 -
Clients won't accept complacency when a vendor is hacked. Acting quickly is key.
December 29 -
The Form N-PORT compliance era official begins in the second quarter of 2018.
December 28 -
It is not the fiduciary rule or whether robo technology is friend or foe.
December 27 -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27 -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27 -
Client data should be walled off behind sufficient protections.
December 26 -
What the next generation of tech innovation means for planners.
December 26 -
Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.
December 26 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22 -
Don’t be afraid to fuse this technology with the human side of the practice.
December 22
















