The first step is to decide which innovations your firm will embrace.
Let's look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management.
Online brokerages and digital advisers using Apex will be able to open accounts to buy and trade bitcoin for clients.
Though degree programs for financial planning have made gains, professors, students and advisers suggest areas for improvement.
The digital adviser's latest feature uses tax-efficient withdrawals to extend retirement savings.
While applauding Backend Benchmarking for looking beyond performance, digital advice firms still took issue with its methodology.
It looks like more egg on the face for the custodian, which has struggled to maintain a consistent strategy providing adviser technology.
Our industry needs more rigor when it comes to ensuring that they have both the capacity to attract and serve clients today – and create a platform for growing the firm in the years ahead. What are the best ways to nail down meaningful goals for expanding capacity and measuring performance?
Just use the government's online tool for a really eye-opening experience
Two new integration partners add data visualization, analytics and Monte Carlo projections to Orion's portfolio accounting platform.
What advisory firms can learn from online retailers about combining digital technology with human advice.
Chronicle, Google's latest "moon shot," wants to level the playing field between large and small security teams.
Do firms' shortcomings reflect the fact that they don't have the latest tech tools — or that they don't make good use of the tools they have?
This isn't Hamlet, and you'll get a different answer depending on whom you ask.
At Broadridge's Get Connected conference, panelists discussed the opportunities and challenges of data tracking.
With its offer of free trades and plans for a robo-adviser, JPMorgan could be a direct competitor for millennial money.
Buttonwood Partners of Madison, Wis., fined $50,000 over unauthorized transfers.
Laws are unclear on how the technology fits in with compliance.
Smart Saver intends to help investors use extra cash to take advantage of rising interest rates.
New effort will combine historical, current data.
