InvestmentNews' New Technology Report: Entries now open

InvestmentNews' New Technology Report: Entries now open
Are you the future of wealth technology in the US?
JUN 18, 2024

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.

Latest News

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Investors claiming "emotional distress damages" win lawsuit involving GWG bonds

"This is one of the largest emotional distress damages awarded in Finra’s history,” says attorney.

September is historically a scary month for stocks. Why not "market time" it?
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September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.

Women to Watch 2024 excellence awardees revealed
Women to Watch 2024 excellence awardees revealed

The fifth annual awards night on November 6 will celebrate the industry's best and brightest women in the financial services industry. Did you make the list?

LPL expands HNW employee advisor division in New York with $700M BofA duo
LPL expands HNW employee advisor division in New York with $700M BofA duo

The Long Island-based team joining LPL Private Wealth bring over 40 years of collective experience catering to a diverse clientele, with a focus on the Brooklyn area.

Why advisors are turning to customized portfolios
Why advisors are turning to customized portfolios

Advisors delve into the pros and cons as survey reveals what they believe is setting them apart from competitors.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success