1 7
1 7
Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.
The famously anti-human advice platform was announced to be purchased by UBS for $1.4 billion.
Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.
The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors.
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
Schwab RIA execs reconfirmed repapering will not be needed for the majority of accounts, and ThinkPipes and iRebal will be included on Schwab's platform.
The company says the technology now brings “artificial intelligence” to all aspects of advisor marketing.
![](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/gal_landscape_main_2_standard/public/robot-dollar-sign-tech-data.jpg?itok=f62MF5Or)