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InvestmentNews

Advisor360° boasts productivity-boosting platform upgrades

The company highlighted its gifts and entertainment disclosure feature, which simplifies compliance with...

February 6, 2024

Digital Wealth News

Advisor Tech Talk (Week of 1/29/24)

The latest research from Advisor360° reveals that 92% of advisors would jump ship over bad technology.

January 29, 2024

Family Wealth Report

Software Winners: What New T3 Tech Survey Reveals

The need for cutting edge software was underscored by a new survey just released from fintech firm...

January 29, 2024

KITCES

Weekend Reading For Financial Planners (January 27-28)

According to a recent study by AdvisorTech provider Advisor360°, a sub-par technology experience can hurt a...

January 26, 2024

Investment News

Bad tech is bad for advisors’ business

If advisors are using outdated or subpar tech, they’re likely to leave their firm for another.

January 25, 2024

Wealth Professional

Almost half of advisors have quit their firms over one major failing

The Connected Wealth Report involved 300 advisors with an average age of 36.5 and managing an average $40...

January 25, 2024

RIA Intel

Technology Woes Cause Advisor Flight

Advisors’ sentiment on their technology has drastically changed over the past year.

January 24, 2024

Think Advisor

90% of Advisors Say They'd Ditch a Firm With Subpar Tech: Study

Advisors are increasingly dissatisfied with the tools they have for working with clients.

January 24, 2024

Rethinking65

Advisors Fleeing Firms Over Outdated Technology

Financial advisors are “voting with their feet” and leaving firms that have subpar tech.

January 24, 2024

Financial Planning

The financial advisors who are jumping on the generative AI bandwagon

While some look at AI's rising power and profile and brace for the worst, the next generation of financial...

December 1, 2023

Family Wealth Report

NextGen Wealth Advisors Are Chilled About AI

A wealthtech firm has surveyed younger advisors and finds that while they are not complacent, they are not...

November 30, 2023

InvestmentNews

Young advisors welcome AI, but regulatory concerns restrict its use

Most young financial advisors say artificial intelligence will enable them do their jobs better, but they...

November 29, 2023

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