Our focus has been on building automation that's actually easy to deploy and use, so finance and accounts payable teams ...

As independent advisors across the US contend with a growing array of technology and investment choices, Andree Mohr, president of Integrated Partners, is calling for a renewed focus on simplification ...

Discover how RIA mergers and new tech innovations are reshaping financial advisory. Find strategies and opportunities for advisors adapting to industry changes.

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are nearing retirement. Joe McQuaid is Concurrent's chief operating officer. But ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Scott MacKillop, the turnkey asset management platform pioneer who left GeoWealth earlier this year, has joined the board of WealthTech Strategy Partners as a senior advisor focused on building out ...

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 — ...