Kathryn Brown says the position has made every other role at Morton Brown Family Wealth more productive and has transformed their platform from data storage into data action.
Bucking industry trends, North Capital thinks evisor can be a low-cost alternative to existing financial planning tools.
At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.
Run projections now on what would happen if the market falls, and make the tough decisions to ensure your P&L is variable in the right places.
Average user of bank's You Invest platform is 15 years younger than its typical customers.
Change is hard, but these six wealth management trends won't wait.
Podcast platforms and voice assistants are becoming popular tools to search for all kinds of information and services, including financial advice.
Rival coins Bitcoin Cash up 26%, and Litecoin and Ether both at least 12% higher.
A roundtable of top advisers discusses what it will take to innovate in an industry that likes to maintain the status quo.
Investmentnews recognizes firms' inventive concepts and tools for advisers.
Through a partnership with fintech startup Galileo, firms can provide white-labeled, FDIC-insured cash accounts.
Social media posts can have hidden agendas, regulators said
The company has all the pieces for its financial wellness platform, but there are still some gaps in the adviser tech stack.
Advisers should use outside-the-box ways to communicate their values to clients.
The CRM can predict which clients are most likely to add money — or leave the firm.
Move puts firm a step ahead of top competitors on sidelines
Advisers have been slow to use the platforms, but that hasn't stopped vendors from offering them.
Inconsistent data can erode trust among clients, while high-quality data can help advisers maximize business opportunities.
Innovation in our industry goes well beyond technology.
By sharing their technology, they believe they can provide a better experience for advisers and their clients.
