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Investment Executive
The bridge to a hybrid advisor
Despite the early threat of robo-advice disrupting the wealth industry, experts now align on the notion that...
November 28, 2022
FinancialPlanning
Wealthtech 2023: 5 tech insiders on the tools and tips that actually...
When looking at the modern wealthtech landscape, there seems to be a solution for every aspect of the...
November 23, 2022
Rethinking65
Outdated Tech is Costing Advisors Clients and Prospects
The firm with a new study on this topic answers our questions on how advisors can more proactively approach...
November 22, 2022
FA magazine
Subpar Technology Costing Advisors Business, Survey Says
Fifty-two percent of advisors said they have lost prospects because their firms’ technologies did not meet...
November 16, 2022
PlanAdvisor
Subpar Technology Could Steer Clients Away from Advisers
Many advisers complain about lack of automation and functionality and prefer a platform that gives them more...
November 16, 2022
ThinkAdvisor
Is Outdated Wealth Management Technology Costing You Business?
“Technology can be a game changer for advisors who want to grow their business,” Richard Hart, senior vice...
November 16, 2022
FinancialPlanning
Advisors say lousy tech is costing them clients and prospects
With the wealth management landscape increasingly competitive, advisors say that having the right technology...
November 15, 2022
InvestmentNews
Bad tech costs advisers money and clients
Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported...
November 15, 2022
Digital Wealth News
Advisor Tech Talk
Technology can be a firm's best friend or worst enemy as they race to implement new protocols to be on the...
November 1, 2022
Investment News
Coming to a firm near you: An optimized digital wealth experience
Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the...
August 17, 2022
Wealth Management
The Future of Digital Onboarding
The wealth management industry has clearly made progress in terms of streamlining how advisors and their...
August 1, 2022
Advisor Insurance Investment Income
Advisor360° Introduces New Beneficiaries Capability For Insurance...
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...
July 13, 2022
Digital Wealth News
Advisor Tech Talk
Advisor360° had announced a significant cross-product enhancement to its existing Beneficiaries capability....
July 5, 2022
Wealth Management
WealthStack Roundup: GeoWealth and Pontera, American Century and...
Advisors eyeing the great wealth transfer know that estate planning and developing relationships with client...
July 1, 2022
Forbes
How To Choose Financial Planning Software
The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning...
July 1, 2022
FintecBuzz
Advisor360° Introduces Beneficiaries Capability Insurance Policies
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...
June 30, 2022
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