Adaptability is the new super power for advisers
Burt White of LPL says it's not about the next great technology its about the technology that makes you great. This means that advisers need technology that adapts well.
Fidelity redesigning Wealthscape platform and mobile apps
Fidelity Institutional's Lisa Burns describes what tech changes are on the horizon for its clients.
Fintech leaves advisers at crossroads of restraint
Technology can be essential or overwhelming for advisers. MarketCounsel's Brian Hamburger explains that technology requires attention and focus for every advisory firm.
Technology needs to make planning easier – not the opposite
Kevin Hughes from MoneyGuide describes how the current process of planning from beginning to end, needs to be torn down bit by bit.
Where did all these fintech companies come from?
Bob Veres weighs on the latest and greatest in fintech - including hot takes from T3 2020 and just where did all these great new firms come from?
Joel Bruckenstein said advisers getting better tech products more quickly today
Exciting new firms launched at his annual T3 conference for advisers, including FP Alpha and Summit Wealth.
Where did all these fintech companies come from?
Bob Veres weighs on the latest and greatest in fintech.
Dynasty’s Shirl Penney describes how advisers benefit from its partnership with Envestnet
With joint Adviser Services Exchange, Dynasty will bring new services like marketing and access to capital to Envestnet clients, according to the president and CEO of Dynasty Financial Partners.
Fidelity focusing on recruiting women to the industry
Firm seeking to set a culture where everyone understands the business value of diversity, according to Fidelity Institutional's Lisa Burns.
The changing expectations of financial planning
Anthony Stich from Advicent makes the case for advisers to be more comfortable charging for financial planning services.
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