SpotlightOn Fintech

Fintech drives value for financial advisory businesses. It’s value becomes realized when advisers can spend time building client relationships because their tech stack is doing its job. Investing in high-quality technology rewards firms and their clients as fintech can support every portion of the business.

Editorial

LPL, Dynasty, Mercer are ramping up their tech C-suites

Recent hires at the advisory firms come at a time when the fastest-growing RIAs are embracing technology tools at higher rates than their peers.

Digital client acquisition fuels growth at top RIAs: Schwab

As a result of increased digital business development, 68% of all advisers met or exceeded their client growth goals.