XY Planning Network Adds Tech Partners
Michael Kitces' XY Planning Network announced Monday its list of “core” technology partners that will be available to platform users.
What Role Does Technology Play In Your Succession Plan?
Succession planning: Without a doubt, this is one of the most important topics for our profession.
The Clearing Industry’s New Powers
From fighting fraud to revamping recruiting, clearers are more engaged than ever.
Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.
Wirehouse Teams Move to HighTower, Raymond James
Meanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
Scott Walchek, CEO and founder of San Ramon, Calif.-based Trōv, has been around the technology block.
Tools to Build Trust and Protect Clients
Trust: I would argue that this one word represents the critical foundation for every client-advisor relationship.
Moving to a New BD or Custodian? Ask These 5 Tech Questions First
Captive technology can trip up an advisor, despite the attractive bells and whistles of your new BD or custodian’s platform.
LPL Adds $360M Team in Oklahoma
Shaw Financial Services moves to the independent broker-dealer from Lincoln Financial.