Technology
Technology
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Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.
June 8 -
It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.
June 8 -
Converging movements – fiduciary, technological and demographic – mean new realities for how a planner will act like a professional.
June 7 -
An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.
June 6 -
Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.
June 3 -
If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?
June 1 -
The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.
June 1 -
A longstanding obstacle is getting banks to recognize the opportunities in the wealth business, says Arthur Osman, executive vice president and institution service business consultant at LPL.
June 1 -
The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.
May 27 -
The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.
May 26 -
Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.
May 23 -
Commission staffers are probing how broker-dealers are handling ETFs and the extent to which investors understand the risks of the funds.
May 20 -
Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.
May 19 -
Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.
May 19 -
From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.
May 18 -
While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.
May 18 -
Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.
May 17 -
The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.
May 16 -
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Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.
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