Technology

Displaying 3348 results

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What is best-in-breed technology?

Janelle Ward surveys the vast technology landscape and maps out the latest ways to create efficiency in RIA firms.

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AssetMark launches portfolio management tech for videoconferencing

The new tools allow advisers to present client proposals and portfolio reviews online

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Advisers unsatisfied with asset managers during pandemic: Survey

Advisers said they are looking for investment ideas, portfolio construction and marketing support

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How tech tools are expanding access to ESG investing

Experts from Charles Schwab, Merrill Lynch and Fidelity address how advisers can use digital tools to increase investor engagement

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LPL cuts Morningstar reporting tool at more than two dozen offices

The broker-dealer had concerns about oversight of client accounts while using the application

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The new face of wealth advice: It’s personalized

Technology is the key to delivering the recommendations and services each client wants

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Tough week for Raymond James after tech outage

The data snafu hit just days after announcing major staff layoffs

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Oppenheimer’s tech stack gets a makeover with InvestCloud

The broker-dealer tapped InvestCloud to speed up client onboarding and retention for the firm's 1,000 advisers

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Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

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Move over AppleCare — Betterment now offers cellphone insurance

The move is indicative of the race to add features across platforms as fintech providers look to compete with traditional banks