Moving From Legacy Tech to Integrated Platforms: The Advisor’s Why, When and How
Today, advisors are feeling the pinch as organic industry growth continues to slow. Streamlined and more efficient technology is just one way to make a practice more efficient – and more competitive.
Debating Where Tech Will Take Finance
Why should banks and credit bureaus be the keepers of our identity? On the other hand, why should Facebook or the blockchain?
Fintech Deployment Woes? Call In the ‘New Gatekeeper’ Team
The choice of technology solution — whether for CRM, planning or practice management — is often fraught with peril.
Merrill Edge Exec: What New Technology Means for Clients
In an interview with ThinkAdvisor, Aron Levine highlights the thinking behind Merrill Edge's DIY platform, robo offering and virtual assistant.
Platform by cleverDome Would End VPNs, Shift Data to Trusted Network
At t3 conferernce, cleverDome says it would eliminate the need for VPNs, seeking to move financial data off the open internet.
Advisors ‘Lagging’ in Proper Insurance Against Cyberattacks
An FPA survey found that less than a third of advisors were fully prepared to manage the risks of a cyberattack.
SEC Warns: Celebrity Investment Endorsements Could Be Unlawful
Floyd Mayweather and Jamie Foxx have promoted ICOs recently; the SEC warns investors not to base decisions on celebrity recommendations.
SS&C Acquires Digital Service Provider Modestspark
The acquisition adds more than 400 clients.
Bruckenstein, Welsh to Offer Top Tech Tips for Advisors
Nov. 2 webinar will highlight what IT insiders think about CRM, cybersecurity and other issues influencing financial advisors and their business-growth plans.
How to Think Outside the ‘Black Box’ on Succession Planning
To boost their practice valuations, advisors must focus on translating prospective improvements into reality, according to Truelytics’ Kevin Connor.