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Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
The Generations Project reveals differences in perspectives between advisors and their HNW clients, Swell launches socially responsible impact investing and advisors want more independence.
Charitable giving surpasses $400 billion for the first time, baby boomers and millennials favor impact investing and AdvisorEngine announces back end improvements.
The vast majority of advised assets are deeply entrenched in boomer households, and they’re not changing. That’s the sobering reality behind the urgency to arm advisors (and their custodians) with the tools to capture the money as it flows to...
InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.