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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Advicent, the leading provider of financial planning software across the globe, has been closely monitoring the new Conflict of Interest Rule from the Department of Labor (DOL) since its first draft more than six years ago.
Financial advisors expect to rely more heavily on technology solutions to comply with new fiduciary rules. But are their current systems up to the task?
Welcome to the March edition of the Fintech Report Card, where Riskalyze CEO Aaron Klein gives you the thumbs-up or thumbs-down on the biggest pieces of news to hit advisor technology in the last month.