Wealth management is a relationship-driven business. It takes an experienced financial professional with a keen understanding of behavioral finance to be a successful advisor.
White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.
Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.
Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.
The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.
The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
