Digitizing Financial Planning
We took the best of robo-advisers, consumer facing software and existing financial planning technologies to create an unparalleled experience for you and your clients.
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
The most innovative financial services providers with the BI list of top fintech startups and financial technology companies. Stay on top of the future of …
Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.
A special edition of the report card where Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor tech over the …
Fintech opportunities are exploding. Here’s what to look for as a private investor.
The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.
This month's edition kicks off with the big news that the Center for Research in Security Prices (CRSP) is working with Vanguard to put its …