Displaying 17 results
Millennials want advice now but industry ‘unprepared’
Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.
Wealth management must sell itself again
We are living in a golden age for our industry, but challenges lie in wait and we must proudly tout the value of our services.
What tech should you use when you go RIA?
Several experts say it isn’t about what tech to use but rather the vision for the tech.
‘The best is yet to come’ for AI
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
Finra caught up in email phishing scheme
A new cybersecurity alert warns member firms to be wary of fraudulent messages impersonating key members of the regulator’s leadership.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Earnings in focus include ‘Magnificent Seven’
It's the busiest week of the current earnings season, but what will it bring?
Bad tech is bad for advisors’ business
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Want to make a ‘few billion dollars’? Entrepreneur explains how
Billionaire Brad Jacobs offers tips from his experience founding seven billion-dollar companies.
US stocks slide after mixed tech earnings, but is a rally ahead?
Microsoft and Alphabet were the big reports pre-market, with Amazon and Meta ahead.
ESG returns rebound, taking some gas out of performance debate
There are lessons in the data for politicians who are pro- or anti-ESG, but the numbers might be dismissed.
Viewing robo-advice as an ally to human advice
Riskalyze's Aaron Klein embraces the Luddite position of not expecting technology to ever replace the human adviser.
Pension funds fixate on climate change
A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.
Moody’s expects consumer technology giants to be major disruptors in financial services
If Google, Apple and Facebook control client relationships, they can take control of financial product distribution.
Digitize your data to elevate your business strategy
Stop wasting time with paper and start boosting revenue with automation.
This guy makes high-speed trading even speedier
CEO of Anova Technologies uses high-frequency radio wave technology that travels twice as fast as fiber optic to connect Chicago and New York.
MONDAY MORNING: Hope that tech souffle doesn’t fall
Has anyone figured out the Nasdaq yet? Shares of technology companies soared last week, setting records for three…
