Technology
Technology
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Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.
December 24 -
This type of software had the biggest influence on ROI, according to our tech survey.
December 23 -
"The run-of-the-mill robo isn't going to attract investments anymore," says Alois Pirker, research director for Aite Group's Wealth Management practice.
December 23 -
The trends to watch next year in automated advice.
December 22 -
Emerging technology uses facial imaging to assess clients true feelings.
December 22 -
Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.
December 22 -
Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.
December 22 -
When advisors are uncertain where to begin, colleagues and even relatives can help.
December 21 -
An online presence can help build an advisory firm but can hurt a reputation if overused.
December 20 -
Advisory firms must be ready to deal with commonplace snafus as well as major disruptions.
December 18 -
Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.
December 18 -
Some may not want to get dressed, shaved and made up before meeting on camera.
December 16 -
Your firm can’t rise to the top by dragging its feet on tech offerings.
December 16 -
Some advisors have already found ways to harness client information for their practice in a very targeted fashion.
December 16 -
Opinion: The shortage of women among the progressive entrepreneurs and executives attempting to transform how consumers interact with money hampers the industry's ability to know its market.
December 16 -
Although some tensions remain, the animus and distrust that's characterized so much of the bank-technology startup dynamic has faded.
December 16 -
Why digital upstarts won’t win advice raceDigital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.
December 15 -
A bad profile can be worse than not having one. Dont be held back.
December 15 -
Share documents with clients and collaborate securely online through document vaults.
December 14 -
Such tools can help advisors more easily assess clients’ risk tolerance.
December 13












