New Hire Roundup: Women in ETFs Announces Board Members, Leaders
Also in new hires, FNEX has named Neal Wolkoff to its newly formed board of advisors.
Wells Fargo Names Digital Chief, Shares IT Growth Plans
Wells Fargo Advisors says it is “making its most significant technology investment in a decade.”
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
Overcoming RIAs’ Top 4 Business Hurdles: Managing Technology
Before you buy any new technology "solution" for your firm, understand what you're trying to solve by following this four-step process.
Spend Wisely on Technology
Let’s get right to the bottom line: Technology costs money.
Takeaways From the Top 10 Technology Trends for Advisors and Their Partners
When thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
Big Changes in Wealth Management Seen as Open Architecture Trend Expands
With open-architecture platforms, wealth managers can bring to average investors the same advantages that high net worth clients have been getting for years.