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          • Merrill advisors Alpesh R. Patel, Matthew Birkett and Darren Siegrist moved to Rockefeller along with client associates Hai Dang and Chris Iwamasa.Merrill Loses $3-Mln Team to Rockefeller in CA, $2-Mln Group to Texas RIA
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Fintech

9/3/20 | Fintech

Cetera’s Insurance Tech Integration Drives Growth

Advisor Technology and the Changing Nature of the “Client Experience”

6/14/19 | Fintech, Resources

With asset management services now virtually free, the value proposition for advisors is shifting, as are client expectations for these…

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How RIAs Can Embrace Technology To Enhance Personal Touch

How RIAs Can Embrace Technology To Enhance Personal Touch

8/1/18 | Fintech, Practice Management Resources, Sponsored

Find out what heavy-hitting RIAs are using technology for and what software components go into the technology stack for the most successful advisors.

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Learn How You Can Simplify Your Business With MTS

Learn How You Can Simplify Your Business With MTS

6/14/18 | Fintech, Sponsored

Model Trading Service is a turnkey solution that can make Broker Dealer firms, RIAs and Banks more efficient with a suite of outsourced model management, implementation and account trading and rebalancing services.

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A Financial Advisor’s Guide to Blockchain, Bitcoin and Cryptocurrencies

4/19/18 | Fintech, Practice Management Resources, Sponsored

As more such projects and applications emerge, the world of blockchain and the complex technology fueling it are likely to continue capturing attention. Taking the time to understand the enthusiasm and technology behind this latest craze will not only help you answer client questions, but also prepare you for the future.

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Standing Out From the Robo-Advisor Crowd

Standing Out From the Robo-Advisor Crowd

10/18/17 | Fintech, Sponsored

Learn how to drive personal relationships in a technology-driven world.

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How I Learned to Stop Worrying and Love My CRM/Advice to RIAs: How to Choose the Right CRM Software

How I Learned to Stop Worrying and Love My CRM

9/7/17 | Fintech, RIA Resource Center

Choosing the right CRM for your practice doesn’t have to be a hassle.

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B2C and B2B Robo-Advisory: Human Touch Is Still Required, but Not for Everyone

B2C and B2B Robo-Advisory: Human Touch Is Still Required, but Not for Everyone

8/9/17 | Fintech

Based on existing trends in robo-advisory, we might see the future of wealth as a synthesis of digital advice, automation, and human-to-human interaction, with investors choosing options that match their aspirations and specific life goals.

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Are Robos Really What Your Practice Needs?

Are Robos Really What Your Practice Needs?

6/22/17 | Fintech

While the robo advisory trend is creating buzz and making headlines all over the Fintech space, there are shortcomings to the technology that have some firms still searching for the right way to leverage it.

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Top 5 Fintech Blogs Advisors Should be Reading

Top 5 Fintech Blogs Advisors Should be Reading

6/20/17 | Fintech

Fintech blogs from around the web that keep advisors informed on advancements in technology and their applications within the wealth management industry.

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Challenges for Advisors Prospecting via Social Media

Social Media Prospecting is a Challenge for Advisors

6/19/17 | Fintech

Advisors acknowledge under-utilization of social media prospecting and discuss some challenges associated with using social media for their practice including compliance and automaton.

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Adaptability is Key to Surviving the Rise of the Machines

Adaptability is Key to Surviving the Rise of the Machines

6/15/17 | Fintech

Client assets managed on digital advice platforms is expected to hit $400 billion by the end of 2018. Many advisors are rolling out new offerings to prevent client defections.

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