by
Edward Hayes
Investors want help and easy navigation from digital tools. But data insecurity is a deal-breaker.
by
Edward Hayes
An study finds that bad tech can prompt advisors to leave their firms.
by
Aaron Brown
The AQR Capital co-founder says artificial intelligence is coming for his job.
by FA Staff
Choreo Tax Advantage was developed by the Chicago RIA with software company Smartleaf.
by
Stephanie Bogan
You need the right tech stack and service model for the industry's coming changes.
by
Christopher C. Williams
The firm said there's been demand from customers for "individualized" investment services.
by
Edward Hayes
AI Strategy Lab will allow advisors to create AI-powered model investing strategies.
by
Edward Hayes
The firm has curated a series of AI-powered tools to save advisors time on due diligence and media.
by
Edward Hayes
The firm continues to seek ways to help advisors increase their efficiency through AI.
by
Edward Hayes
The tool, called Auria, will combine portfolio management, performance reporting and CRM tools.
by
Allison Schrager
Cryptocurrencies would be having a good week no matter who was elected, since they rise and fall with the market--but that means they're not a good hedge against the economy collapsing.
by
Edward Hayes
The Canvas custom indexing platform allows advisors to build their own direct indexing portfolios.
by
Edward Hayes
Seventy-two percent of surveyed advisors said AI represents a business opportunity.
by
Robert J. Sofia
The firms that start integrating data, tech and AI are the ones that will advance far ahead of their competition.
by
Edward Hayes
An eMoney study found that clients want to be more involved in their own financial plans.
by
Alastair Marsh
Large data centers can use as much as 5 million gallons of water daily.
by
Edward Hayes
The new products include a client portal and a financial planning analysis tool.
by
Edward Hayes
Bigdata.com has an archive of 8,000 curated web sources, the company said.
by
Stephanie Bogan
With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.
