InvestmentNews’ will spotlight the most beneficial technology and software in its inaugural New Technology Report.
We invite vendors to complete the form in the category most relevant to their organization or product.
This is your opportunity to showcase what makes your technology stand out in the financial services industry.
Winners will be published on the website in November.
Entries close on Friday, July 12.
New benchmarking tool ties advisor pay structures to ownership and succession as the industry faces a widening talent gap.
Arca becomes the first firm to build on Altruist's Realtime Custodial API, deepening a partnership tied to its rapid tech-led growth.
Gryphon Wealth co-founders Jason Hyrne and chairman and Jeff Wyatt say that the RIA’s long-term strategy hasn’t changed despite its fully-independent status.
Astraeus finds AI-adopting RIAs grew headcount and productivity faster, though compliance concerns around AI oversight persist.
RIAs weigh their options as Schwab tries courting Altruist users following Vanguard's blockbuster deal.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
