Technology
Technology
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Bank wealth management has been on a tear, but pressures such as recruiting and robos threaten to the slow down the momentum. Heres how banks are fighting back.
January 1 -
Banks need more advisors and have the business to support a bigger headcount, but many are too busy chasing only the best producers, leaving them in a Catch-22 where they cant staff up enough to see real growth.
January 1 -
As a new year begins, its time for advisors to take some fresh steps to growing their business.
December 31 -
A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.
December 31 -
Profitability and control still rank high on the list of reasons advisors go independent, but the ability to have new and better systems especially software also plays a compelling part.
December 30 -
Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.
December 26 -
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ATM company Diebold has put together a mini-branch prototype that features artificial intelligence, voice recognition and video tellers.
December 22 -
The CFP Boards first computer-based exam attracted over 2,100 applicants.
December 16 -
Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year.
December 15 -
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.
December 9 -
While traditional marketing is still necessary for financial planners who want to thrive and grow, content and credibility marketing with a digital twist are essential. Here are some ideas for advisors.
December 8 -
Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come.
December 4 -
Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content.
December 3 -
The 6,800-plus-square-foot office in Silicon Valley will allow the firm to serve its growing client base in the area, while also being near one of the country's top technology centers.
December 3 -
The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs.
December 2 -
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As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.
December 1 -
Technological shifts happen quickly. The industry finally seems to have noticed.
December 1 -
Creative ways to measure the effectiveness of an advisor's online efforts.
December 1


