What tech should you use when you go RIA?
Several experts say it isn’t about what tech to use but rather the vision for the tech.
Want to go RIA? Here’s where to start
Prospective RIAs see the potential for more profit and flexible but there are some fundamentals you need to figure out first.
Building your RIA tech stack: tips, strategies, and best practice
Find out what’s behind a successful RIA tech stack. Discover how strategic software choices can boost productivity and client retention.
The best RIA account management software tools
With the many account management software tools on the market, which should you choose for your RIA? Here’s an article that can help
The best RIA CRM platforms to choose from
A CRM tool is essential to an RIA firm’s business activities. With so many options on the market, how do you choose the best one for your RIA?
Risk analytics software: should your RIA firm have one?
Since the advent of Big Data, more RIA firms are turning to risk analytics software. Should this be part of your RIA tech stack? Read on to find out
Dynasty CEO on his fight against inertia – not the wirehouses
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
AlphaTrAI hires fintech innovator as its new president
The firm continues to elevate its capabilities in AI-driven business solutions.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
Digital maturity gap in financial services has grown wider
Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.
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