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 ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

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 ...

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 ...

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 ...

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, ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...

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 ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Most people use some form of social media to maintain relationships. Perhaps financial advisors should do the same with clients? A follow or "like" from their advisor could go a good way to engage ...