Advisor Technology

Recent

Implementing automated workflows can help advisors keep up with client demands while increasing personal contact.

Robo-advisors will fail as they lack sustainable business models, branding opportunities and the ability to compete in a bear market.

Morgan Stanley's new robo-advisor is set to compete with other firms in an attempt to retain younger clients, but it may not help their bottom line.

There have been a lot of sci-fi stories written about artificial intelligence.

While cryptocurrency might not appeal to the masses, Millennials seem to favor Bitcoin

I continue to think Bitcoin and other cryptocurrencies have further to fall and I am unlikely to become bullish until Bitcoin drops below $5,000.

Despite being unknown to the general public, the blockchain is one of the secrets of Bitcoin's success and value. Here's how it works and why it's so