Financial Advisers and the Great Resignation
Wealth management firms struggling to attract and retain talent are facing challenges stemming from disruptions related to technology and the...
Tag: adviser technology
Growing Your Practice | Practice Management
A Digital Divide
Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.
Advisers Say Clients Are Showing Increased Interest in ESG, Crypto Options
A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.
Data Points
Fintech and Retirement Savings
Financial technology continues to influence DC plan engagement decisions.
Cover Story
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
Franklin Templeton Collabs with Tech Platform on Personalized Investment Solution
The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets.
Investment Product and Service Launches
eMoney Advisors adds new features to Monte Carlo set; Investors Heritage launches latest fixed index annuity; Wisconsin and Voya Investment...
Hedge Funds and PE Firms Lead in Digital Tech
A Broadridge Asset Management expert explains how financial advisers can follow in their tracks.
Winners’ Circle
Invested in Technology
Past Retirement Plan Advisers of the Year discuss their ‘tech support.'
Trendspotting
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
HD Vest, Envestnet Partner on Tools to Help Advisers Grow Their Business
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.