Investors want help and easy navigation from digital tools. But data insecurity is a deal-breaker.
An study finds that bad tech can prompt advisors to leave their firms.
The AQR Capital co-founder says artificial intelligence is coming for his job.
Choreo Tax Advantage was developed by the Chicago RIA with software company Smartleaf.
You need the right tech stack and service model for the industry's coming changes.
The firm said there's been demand from customers for "individualized" investment services.
AI Strategy Lab will allow advisors to create AI-powered model investing strategies.
The firm has curated a series of AI-powered tools to save advisors time on due diligence and media.
The future is looking bright for muni investors.
The firm continues to seek ways to help advisors increase their efficiency through AI.
The tool, called Auria, will combine portfolio management, performance reporting and CRM tools.
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.
The Canvas custom indexing platform allows advisors to build their own direct indexing portfolios.
Seventy-two percent of surveyed advisors said AI represents a business opportunity.
The firms that start integrating data, tech and AI are the ones that will advance far ahead of their competition.
An eMoney study found that clients want to be more involved in their own financial plans.
Large data centers can use as much as 5 million gallons of water daily.
The new products include a client portal and a financial planning analysis tool.
Bigdata.com has an archive of 8,000 curated web sources, the company said.
With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.