From InvestmentNews
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Summary: This past year was an explosive one for financial adviser technology.Technology vendors, including competing ones, were announcing full-blown integrations, data aggregation and analytics jumped to the top of advisers' to-do lists, and institution after institution either picked up or announced a robo-adviser platform in the making for its adviser clients.
From InvestmentNews
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Summary: Who says business apps have to be boring? Here is a list of efficiency-driven apps that save time and money for advisers (and everyone else in their practices!)
From Financial Planning
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Summary: Digital advisor platforms, commonly referred to as B2B robo advisors, are here to stay.The question is no longer will these platforms survive but rather which one a financial advisor should choose.
From Financial Planning
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Summary: As we enter the final days of 2015, many advisors will be taking time to review the year. Some will reflect on the turbulent markets, others will look at missed opportunities for growth, but most will write off 2015 as a moderately successful year. But instead of looking back, it is even more important to consider your game plan for next year.
From InvestmentNews
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Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
