Technology
Technology
-
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 -
Collaboration and acquisition between incumbents and start-ups is poised to increase.
December 22 -
As technology reshapes the financial world, conditions should improve in wealth management.
December 22 -
Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.
December 22 -
Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.
December 21 -
All-in-one marketing tools are trending — but there are pluses and minuses to every platform.
December 21 -
The firm aims to use the technology to reduce both manual tasks and risk.
December 21 -
H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.
December 20 -
Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.
December 20 -
The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.
December 20


















