Technology
Technology
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Pair a staffer junior with a senior advisor; they just may come up with something.
October 11 -
Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.
October 11 -
Regulators want advisors' social media addresses to help them identify audit targets, one expert says.
October 10 -
Advisors should embrace videos and infographics and think about how they're using social media.
October 10 -
Let wealth planning, CRM and portfolio rebalancing software do the grunt work.
October 6 -
"If you think you are going to get paid for what technology can do, think again."
October 6 -
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The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.
October 5 -
Advisors should carefully manage implementation and expectations.
October 4 -
Jay Shah says digital platforms will be judged on the quality of advisors they keep.
October 4 -
BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.
October 4 -
Most advisors loathe hitting clients up for prospects, and now they don’t have to.
October 3 -
Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.
October 2 -
Check out these three-steps to broaden the firm’s reach from sea to shining sea.
September 29 -
Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.
September 29 -
Most advisors don’t have required safeguards in place, one expert says.
September 28 -
Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.
September 27 -
State examiners are finding more shortcomings. At the same time, advisors face bulked-up regulators probing more aspects of their practices.
September 27 -
Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.
September 27 -
AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.
September 27


















