Technology
Technology
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Developing a future-ready tech strategy can push innovation, growth and your organization forward.
April 27 -
Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.
April 27 -
Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.
April 26 -
Wealth management firms are racing to create distinct images for themselves, with surprising results.
April 25 -
Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back.
April 25 -
Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.
April 21 -
With the combination, Orion can offer an all-in-one technology solution to advisors.
April 19 -
There are steps you can take year-round, to help keep your clients’ personal data safe.
April 13 -
Tokenization can unlock new hedging and investment opportunities.
April 11 -
April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.
April 8 -
Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.
April 7 -
A recent study has found that 96% had still not filed their taxes as of the end of March, with confusion over how to do so being the primary reason.
April 6 -
The raise is a continuation of the $225 million round in January led by Apollo Global Management, Motive Partners and Franklin Templeton.
April 6 -
The firm has named 24-year veteran Ryan Hicke to succeed founder Alfred West.
April 5 -
There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.
April 4 -
While there have yet to be any confirmed successful attacks, financial services firms are a target for a cybersecurity incident in response to sanctions.
April 1 -
The brokerage's entrance to direct indexing will start at a fee of 0.4% of assets and an account minimum of $100,000.
April 1 -
Large financial institutions are investing in technology to tap into the growing workplace wealth market.
March 29 -
Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years.
March 28 -


















