The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]