Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.
LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.
Dakota Wealth Management's Carina Diamond shares how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business.
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
