Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus on clients. Adviser360 has released findings from its 2022 Connected Wealth ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie.

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...