Partnerships with leading software providers give advisers access and discounts, though they may not know it.
Two months after the lawsuit was filed, Bill Winterberg and Joel Bruckenstein duke it out over conference profits, responsibilities.
Leading robos also are bracing for a market downturn, Convergex says.
Software vendors look to attract advisers with real-time tools and better web portals to meet higher client expectations.
Changing economy and job market stem from greater use of technology, he says.
Time to weigh the role technology will play in keeping advisory practices in compliance, as well as profitable
These systems are a great place to begin to kick-start your email marketing campaigns.
Morningstar's Sheryl Rowling plans to work from Europe a second time — and plans to do things a bit differently following the lessons she learned on a previous trip.
The retirement-services space has reached the point of creative destruction, where innovation eliminates old businesses and creates new ones.
Firms can customize software using APIs, but there are challenges to setting up the perfect system.
Mr. Sokolin will remain a shareholder and member of Vanare's Board of Directors, while Ken Manning will succeed him.
Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
We are always telling clients not to throw good money after bad. That advice applies to us as well.
The rule is likely to unleash a wave of software upgrades and business relationships that will result in greater efficiencies for advisory firms.
Numbers need to be in a visual format that conveys how clients are reaching their goals and making money.
Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan.
The company is tackling two trends in financial technology: better dashboards for clients and pulling in held-away assets.
The firm plans to zone in on finance tracking to help clients really understand the 'big picture.'
A guide to understanding the spectrum of digitization at financial firms
We can communicate with clients through newsletters, emails and blogs or even videos and webinars, but it's more important to interact.
