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Stay up to date on our latest advancements and experts’ thoughts on industry trends.
VettaFi Advisor Perspectives
Three Critical Risk Factors in the Age of AI
Artificial Intelligence (AI) is causing the wealth management industry to rethink its foundational beliefs.
April 10, 2024
Connect Money
Transformation
The wealth management industry is indeed undergoing a significant transformation, driven by technological...
April 9, 2024
InformationWeek
Help Your C-Suite Colleagues Navigate Generative AI
Here are five steps that CTOs can use to help their organizations develop an enterprise-wide generative AI...
March 4, 2024
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If advisors are using outdated or subpar tech, they’re likely to leave their firm for another.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Advisors Fleeing Firms Over Outdated Technology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
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