Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus on clients. Adviser360 has released findings from its 2022 Connected Wealth ...

Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

Independent advisors say improved technology and training would help them acquire new clients and serve emerging investors ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Winston Agency, the Los Angeles-based independent creative agency, today announced the launch of a new AI transformation offering for enterprise and high-growth marketing teams, as its client roster ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie.

Summit Global Investments (SGI), an independently owned SEC-registered investment advisor, today announced the appointment of Michael Barnett as Managing Director. In this newly created executive role ...

At Annex Wealth Management, we view our in-house team as our biggest difference maker and richest asset. Working together in an interdisciplinary fashion fosters better innovation, creativity and ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...