Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.
Clients expect their advisers to use technology to make their lives easier
After learning lessons from Superstorm Sandy, firms are planning ahead with staff and clients, expecting days of potential power outages and working remotely.
Advisers need to focus on mission-critical functions, such as meeting with clients and marketing.
If you are losing clients to online advice platforms, you need to look in the mirror
Answering the question: What practice-oriented features affect firm performance most?
Decision to farm out the wealth management platform for its advisers is a departure.
You know when it's time to upgrade your smartphone but is the latest iPhone the way to go?
Technology platform will combine digital advice tool with customer relationship management and portfolio management systems.
When advisers create more time to better engage their clients, they can build strong and rewarding businesses
Robos will force a change in the financial landscape, especially in pricing and democratization of knowledge, but they won't necessarily be the winners of the new era.
Months after teaming with Betterment, Fidelity has added LearnVest to its platform, and may even one day launch its own automated advice platform.
Convergent Wealth Advisors chief also deploying the software for his new advisory firm.
66% of those surveyed credit networks with helping them gain new clients.
Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.
Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.
An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.
Online database makes avoiding complicated tax savings a thing of the past.
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
