Using Tech for a Paperless Back Office
Due to advancements in technology, financial advisors are getting ever closer to achieving the coveted paperless back office
Recent
New study sheds light on how robo-advisors perform during market turmoil
Robo-advisors have exploded during the past few years...
JPMorgan Finds New Use for Blockchain in Trading and Lending
JPMorgan is using blockchain for collateral settlements latest Wall Street experimentation with technology in trading of traditional financial assets.
Digital Tools and Assets on the Rise in Estate Planning
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans.
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform
UBS, Envestnet, and iCapital1 announced the Alternatives Exchange is live, providing private market investment opportunities to Envestnet's clients.
D.A. Davidson Leverages Docupace to Fulfill Disclosure Delivery Requirements to Clients
Compliance TRACKR™ technology improves the client experience through digital workflows.
Advanced Time Segmentation Available Exclusively to Cetera Network
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program.
