Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

“The largest overall challenge facing bank wealth management programs is their ability to hire, train and retain productive & ...

Beyond technology, advisors say more training and better awareness of available tools would help. More than eight in ten advisors (82%) say that better training and greater awarenss of available ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...

The advisor technology platform provider and consultancy Milemarker has added its own chief technology officer. The firm, which was launched and co-founded by industry executive and serial ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...