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.
InvestmentNews traveled to Boston, Massachusetts, to cover Schwab's annual conference. All coverage can be found here.
“We’re actually seeing an escalation in M&A activity,” said Eric Godes of FP transitions.
“There is an increasing need for tax expertise,” said Dave Wahlen of Merit Financial Advisors.
At IMPACT, CEO Rick Wurster said Schwab Wealth Advisory serves only existing retail clients, and he pledged support for sub-$100M RIAs as Fidelity drops them.
“A better tool does not on its own make a better outcome,” said Humanity Labs CEO Andrei Pop.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
