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.
Ron Carson — The Advisor’s Advisor: The 2017 IA 25
He argues today's reps must prove their worth and adjust to change; "you either evolve quickly or become irrelevant."
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
JPMorgan Launches Digital Model Portfolios: Tech Roundup
JPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.
Lincoln Financial Rolls Out ETF-Only Variable Annuity: Portfolio Products
In other product news, there's a new HSA featuring Franklin Templeton funds.
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.
Advisors Mixed on Trump’s DOL Rule Review
RIAs at TDAI conference expect to keep their competitive edge since they are already fiduciaries.
Integrating Outsourcing to Improve Client Service
Evolution Advisers uses cloud technology and outsourcing to focus on what it does best — serving clients.
Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products
In other news, TD Ameritrade launches its first mobile app for long-term investors.