Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients. Read More

Q&A: How Financial Advisors Can Harness Technology

Technology can be a double-edged sword for financial advisors. On one hand, it allows advisors to improve their efficiency and scale their businesses, so they can serve more clients in less time. Read More

Advisors Leaning More Into Technology, According To Orion Survey

More than 500 financial advisors participated in an online questionnaire as part of Orion’s ... should embrace the technology and learn to use it to effectively interact with their clients. Read More

5 Ways Financial Advisors Can Help Transgender Clients

If you’re a financial advisor, you might not have any transgender clients—but ... up 1% of the adult U.S. population, or about 2.6 million Americans—frequently experience extreme poverty ... Read More

The Role of Financial Planning Software in Streamlining Advisory Processes

All financial advisors should know that service delivery and accuracy of advice can significantly impact client satisfa ... Read More

Technology News

a contentious move by U.S. lawmakers that’s expected to face legal challenges and disrupt the lives of c ... Read More

10 Best Technology Mutual Funds Of April 2024

Most are open to individual investors while a few can be purchased through a financial advisor or retirement account. As impressive as the technology ... does not mean FSCSX’s portfolio is ... Read More

The ROI on AI: Advisors struggle to get unbiased answers from tech providers

"This technology is really expensive. I mean, hundreds of thousands ... a tech-based platform for estate planning for financial advisors based in Phoenix, Ariz. "So it's a combination of volume ... Read More

Denver Technology News

Slifer Smith & Frampton recognizes brokers and staff who exemplify the firm’s commitment… Gather your employees for an afternoon of games as we honor the Best Places to… Upgrade your ... Read More

Dallas Technology News

brings to you the world’s leading experts… Save the date for the 2024 Women in Technology Awards celebrating the region's top… Mar 29, 2024, 5:30 pm CDT Technology ... Read More

Biomedical technology news

Daily science news on research developments and the latest ... are free features that allow you to receive your favorite sci-tech news updates in your email inbox ... Read More