The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Technology is playing an increasingly important role in wealth management and financial planning, and combined with a great human advisor it is a potent mix. But for financial planners there’s one ...

OMAHA, Neb., Oct. 29, 2019 /PRNewswire/ -- Carson, one of the fastest-growing financial services firms in the country, today announced several updates to its technology stack—the Carson CX (Client ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Netsmart announced it has been recognized as the top overall client-rated post-acute technology platform by Black Book Market Research (Black Book) for the ninth ...