Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...

If you’re reading this, chances are it represents a shrinking proportion of the content you consume in written form. While text is far from gone, engaging and easily digestible video is rapidly ...

While devices like smart rings are the hot wearable right now, fitness trackers still serve a purpose, primarily giving users an affordable and easy way to track a range of health and fitness metrics.

Few years have put advisor technology into focus quite like 2020. Executives at this year’s WealthManagement.com Technology Forums made that point abundantly clear, with panelists from risk management ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...

New research by Cerulli Associates indicates that financial advisory practices that integrate technology extensively are experiencing more rapid growth compared to those that do not. The findings, ...

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 ...