The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
Are You Vulnerable to the Robo-Advisor Threat?
If you don’t systematize the investment process, and thus make effective rebalancing possible, you’re in trouble.
What ‘Elysium’ Suggests About the Future of Finance
In the 22nd century, the world of wealth may look like an exaggerated version of today's reality, according to movie director Neill Blomkamp.
Technology and the Successful Advisory Firm of the Future (and Now)
It's becoming increasingly clear that the threat to human advisors is not technology and robots, but technology-augmented humans. Firms that embrace technology will perform better, and many are already doing so.