Technology
Technology
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The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.
February 27 -
Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.
February 27 -
The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24 -
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24 -
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.
February 21 -
The popular online broker-dealer has caught regulators' eyes over its moves into market news, trading in sports games and other events, and a new premium credit card.
February 21 -
The tactics of the criminals who utilize AI are changing fast. However, there are also practical steps advisors can take.
February 20 -
The new group will be in charge of fighting fraud not only in digital assets also in social media platforms, artificial intelligence, machine learning and blockchain technologies.
February 20 -
As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.
February 20 -
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.
February 19 -
One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.
February 19 -
Amanda Butler, chief technology officer of Nepsis, said she has been working for over a decade to help the firm integrate its tech stack with Salesforce.
February 19 -
Those who invested in quality equipment to produce their podcasts say it has been worth it.
February 10 -
Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.
February 6 -
The 2025 Orion Advisor Wealthtech Survey indicates that more than half of financial advisors plan to increase their investment in technology — and that many aren't using large parts of their existing tech stacks.
February 5 -
Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.
January 31 -
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.
January 30 -
For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29 -
The industry self-regulator is also concerned about third-party vendors, anti-money-laundering policies and whether certain annuity products are in clients' best interests.
January 28 -
Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.
January 28



















