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Are financial planning apps the next fintech target?
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
The digital shift is here — and it’s uncomfortable
Wholesale tech adoption comes with pitfalls
Low rates topple cash yields for robo-advised clients
Digital wealth managers may be forced to reinvent themselves in light of the recent stock market downturn
How technology will amplify the humanity in financial advice
Powered by data and analytics, the human component of advice will become even stronger.
4 ways RIAs can protect themselves from cyberthieves
Making smart technology decisions can serve as a pre-emptive strike against the potential fallout from future cyberattacks.
What advisers actually want from robos
These are some of the key features advisers consistently rank as imperative.
How to make the most of human and robo-advice
Advisers must understand how and when to message and use new tools for the benefit of their clients.
How advisers can protect clients’ data from fraud
With a versatile and secure digital signature, advisers can strengthen their fraud mitigation efforts.
