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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices

(ISS) Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted by ISS MI Market Metrics in May 2023.  The research, part of its ongoing Selling Retail Investment Products through Intermediaries series, revealed a high level of interest in the use of financial technology provided by asset managers, home offices, and third-party fintech sources, but how much advisors rely on third-party fintech sources was heavily dependent on the task at hand.