Advisor Technology

Recent

Over 80% of advisors reported cybersecurity as their main compliance challenge, and 70% of independent broker-dealer executives see it as the biggest

Prospects are increasingly going online to find an advisor, which means a strong web presence is absolutely necessary to capture leads

FinTech solutions are expected to have an exceptional year in 2019

Asset management has a rich and traditional past that has helped build many people's fortunes over the years

The round was co-led by Goldman Sach’s Principal Strategic Investments Group, which invests in “fast-growing technology companies”.

The partial government shutdown, which is now in its second month, is having an impact on the fintech industry whether it's from a regulatory...

Instacart, Blue Apron, and Zenefits all have one thing in common: each has created vast wealth for their founders and each business ...