Technology
Technology
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Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.
February 27 -
The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.
February 24 -
The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.
February 24 -
In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.
February 23 -
To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."
February 23 -
Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor.
February 22 -
Plus, the best robos for first-timers and low cost or complex planning.
February 22 -
The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.
February 22 -
The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.
February 17 -
Merrill Video Pro wants to transform planners into their clients' most clickable content creators
February 15 -
The generative AI is internet famous. But is it really ready to reshape wealth management?
February 14 -
The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.
February 13 -
Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.
February 10 -
The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.
February 10 -
Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.
February 8 -
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The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.
February 6 -
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Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.
February 3 -
PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up.

















