Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.
Merrill Lynch has dozens of employees working on a robo-adviser prototype for Merrill Edge that's set to be unveiled next year.
Fidelity Investments plans to sever its relationship with robo-adviser Betterment Institutional in December in favor of building an automated investment platform on its own.
MarketCounsel panelists agree that in the future, human advice will be integrated with digital platforms and technology to improve financial planning.
Chief executive Jon Stein says growth driven by consumer demand.
Failure to report electronic records could lead to violation of regulators' rules.
Advisers that resist embracing a truly integrated technology platform are missing out
After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.
Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts
Even for small 'lifestyle practices,' technology can help make a firm more efficient and successful.
Deal is proof positive that online advice platforms will need human advisers to offer a full menu of financial planning services.
Alexey Sokolin sees possible applications for cryptocurrencies, image recognition in adviser space
Big firms target next year to join robo ranks, look to differentiate as market becomes crowded.
When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.
