How Technology Is Impacting Advisors’ Work: Perspectives From The Field
Technology-enabled advising tools such as degree-planning software or predictive analytics are altering the status quo for many students,
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Big Data Will Revamp Active Asset Management
Where big data will really make a difference is in how active managers harness it to develop new tools to differentiate themselves.
Super-Charge Your Marketing Strategy With Trusts
Your gateway into the growing ultra-high net worth market
Trust Company of America Partners with Financial Planning Software RightCapital
Trust Company of America announced a full integration with RightCapital,
Advisor Group Hands Robo Keys To 5,000 Reps
Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing
Regulators May Not Have the Tools to Make Robos Adhere to Fiduciary Standard
A recent academic paper suggests that regulators may need to do more to protect investors when it comes to the robo-advice space.
A Different Approach to Car Sales: The One-Person Contact, Fixed Prices and Tech
Luxury car dealers are trying to overcome the car salesman stigma with a bit of technology and a more personal approach.
