July 10, 2017 | Runtime: 4:12
For today's case, Gadget Girl is betting it all on Junxure to find out how advisers can get the most from new technology and how better adoption can improve client service.
June 05, 2017 | Runtime: 4:33
Shockingly, a majority of Americans don't have a retirement plan. For today's case, Gadget Girl is hitting the streets of Manhattan to find out what Vestwell is doing to democratize retirement.
May 19, 2017 | Runtime: 5:11
Advisers are constantly looking for ways to improve client engagement. For today's case, Gadget Girl is taking on Texas to find out what Envestnet Tamarac is doing to help solve this issue.
March 13, 2017 | Runtime: 3:59
Efficiency is critical for financial advisers. For today's case, Gadget Girl isn't afraid to take this investigation airborne to find out why Orchestrate is soaring in the financial services industry.
March 08, 2017 | Runtime: 3:37
Magic is not a term you hear often in the financial services industry. For today's case, Gadget Girl uncovers how with a little technology magic, Laserfiche is making paperwork disappear and process automation a snap.
February 20, 2017 | Runtime: 4:42
For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.
November 17, 2016 | Runtime: 4:15
Stereotypically, a lot of people think the only way advisers add value is through picking stocks, but is that really true? We chatted with advisers to see where they really add value and how a robo-platform can help you regain that focus
November 07, 2016 | Runtime: 3:55
How do advisers handle all of the headaches, hassles and challenges presented by the DOL fiduciary rule? The Gadget Girl turns to Riskalyze's Aaron Klein (and a special informant) for the anwers.
October 24, 2016 | Runtime: 4:08
Notifications are the next big thing from fin tech firms, but can they really help advisers? Eric Clarke of Orion walks us through this innovation. But at Orion, they don't walk, they run. Our Gadget Girl tries to keep up.
October 10, 2016 | Runtime: 5:40
One of fin tech's favorite words is integration. But what is it and how can it really help advisers? Gadget Girl looks to solve the mystery.
Sponsored by Prudential