TD Ameritrade Furthers Technology Integration Mission
According to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.
Pershing’s New Advisor Tech Experience
AI, chatbots and facial recognition are all on deck in Pershing’s revamped NetX360 workstation.
When it Comes to Advisor Tech, Size Does Not Matter
No matter how big, small or in the middle your firm is, technology is mission-critical to succeed. Three advisory firm leaders share how they've used technology to grow their practice.
When Advisors Become Technology Developers
“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” says SS&C Advent's Dave Welling.
Staying Out of the Technology Penalty Box
“Advisors used to be able to avoid the penalties associated with being late adopters of technology; however, that is no longer the case,” Joel Bruckenstein said recently.
Wealth Managers Using Tech to Catch Massive Asset Wave
There is an incremental increase of approximately $30 trillion in assets about to come online – a massive growth curve heading wealth managers’ way.
How to Add a Robo Platform and Up Your Advice Game
I think it is safe to say that advisors and the industry have pretty much done a 180-degree turn from when robos first hit the scene about 10 years ago.
Fintech Innovation Picks Up the Pace
If you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckenstein’s Technology Tools for Today (T3) conference.
News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
5 Predictions for Advisor Fintech in 2017
The rise of artificial intelligence, shifts in power among robos — change is coming for financial advisors.