The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

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 ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

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 ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / September 24, 2025 / New to The Street, one of the fastest-growing financial media platforms with over 3.5 million YouTube subscribers and weekly national ...

Earlier this year, CRC Group reorganized its IT function to bring product management and innovation together under Hurst’s ...

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, ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

HP is unveiling its first mobile thin client and dramatically increasing investments in thin client technology. HP unveiled its first mobile thin client and two additional desktop thin client products ...