Patrick R. Sullivan, chief of staff and head of technology for Private Advisor Group, discusses the range of wealthtech ...

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

A small team of Utah entrepreneurs and developers launched Slant this week. They contend that the AI-driven platform they have built will be a modern (well, for now) reinvention and replacement of ...

Advisor360°, which provides integrated technology for wealth management firms, has launched Tandem, its first customer relationship management (CRM) tool targeted specifically for independent ...

We look for our client facing advisor team to grow revenue and retain relationships, but are we giving them the tools to achieve these objectives? Have we done enough to remove the friction that ...

Shows average deviation based on either assigned model or category classification. Displays the value being managed across models or category classifications. Shows the number of accounts or groups ...

Franklin Templeton is the latest asset manager to embrace a new role: technology provider to independent financial advisors. While still closing a $4.5 billion acquisition of LeggMason, Franklin ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

Travefy has integrated a new suite of customer relationship management (CRM) tools into its platform for travel advisors. Previously, Travefy offered itinerary building and management software, as ...

Sales teams from the smallest of businesses to the largest of organisations use customer relationship management (CRM) software. CRMs can help to automate workflows, reduce manual tasks and, most ...