Vendor management

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

Advisors should be increasingly aware of how banks are shaping client expectations.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

Take snafus from other financial institutions as fire drills to stress test your third-party providers.

The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.