Technology
Technology
-
Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.
November 17 -
The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.
November 16 -
Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."
November 16 -
The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.
November 16 -
The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16 -
According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.
November 15 -
Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
November 15 -
As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.
November 14 -
The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.
November 14 -
Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.
November 13