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Fidelity redesigning Wealthscape platform and mobile apps
Fidelity Institutional's Lisa Burns describes the tech changes on the horizon for its clients.
Michael Kitces: The Latest In Financial Advisor FinTech — July 2018
This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic.
Financial technology companies embrace artificial intelligence and virtual reality
Adviser finds novel tools at T3 conference to improve client experience and prospecting.
ProTracker pulls cloud-based CRM back into beta
It probably won't be available for sale for another year.
Are broker-dealers about to turn the tables on social media?
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
Tweets from the top: Small RIAs rule social media
A look at the landscape for adviser social media makes it clear that the active early adopters have…
Timing your blog post to have maximum punch
Photographer Ansel Adams was once asked how he’d been able to take so many iconic shots in his…
Vestorly aims to connect advisers and prospects
The content sharing platform offers advisers insight into potential clients based on their online activity.
Want a glimpse inside an advisory firm? Check out its technology
Understanding someone's technology explains more about their business than AUM ever could.
For true tech success, advisers must focus on process
The new iPad and hot apps may catch all the attention, but advisers need to focus on substance, rather than sizzle
Advisers must defend online reputation before it’s too late
One black mark can cause problems, so lay the foundation now All around the advisory industry, compliance…
The pros and cons of Wi-Fi on a plane
Sheryl Rowling says her computer is both her best friend and her worst enemy. She is beginning to feel that way about Wi-Fi on a plane.
Is a working vacation still a vacation?
Has technology robbed you of your free time? Maybe it's time to pare down and at least limit the tech tools you take on vacation.
