If the industry can overcome some major hurdles, it could be.
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
Here are the fintech tools advisors are using, from CRMs to video conferencing.
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Tool aims to make it easier to keep track of commitments in real time.
The firm has partnered with digital estate planning provider Vanilla.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Firm announces new comprehensive addition to its wealth management platform.
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
Flourish aims to facilitate RIAs’ access to annuities.
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Report reveals texting and messaging apps common at RIAs and broker-dealers.
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
This AI product doesn't want to take your job, and it might make it easier.
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
