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Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.
July 12 -
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31 -
Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31 -
Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.
March 31 -
These tools will revolutionize … Wait. No. These tools will help financial planning evolve.
December 1 -
Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.
December 1 -
Advisors report what they love — and hate — about tech at companies holding client assets.
January 4 -
These tools could save months of time — are they worth the investment?
December 19 -
Advisors are craving mobile solutions, and vendors are looking to satisfy.
December 6 -
From CRMs to robo advisors, planners share what's in their toolkit.
December 3