Technology

Displaying 23 results
Thinking of going independent? How smaller RIAs can win despite disruptive tech  
TECHNOLOGY DEC 04, 2023
Thinking of going independent? How smaller RIAs can win despite disruptive tech  

Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.

By Steve Randall
Direct indexing struts its tax management magic
TECHNOLOGY JUN 02, 2023
Direct indexing struts its tax management magic

The technology is gaining appeal as way for advisors to separate themselves from the financial planning pack.

By Jeff Benjamin
Investors want AI-powered advisors, and fintechs race to meet demand
TECHNOLOGY MAY 12, 2023
Investors want AI-powered advisors, and fintechs race to meet demand

Most clients believe AI will help their advisors, a Morgan Stanley report finds.

By Ryan W. Neal