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There’s no shortage of news and opinion about the wealth management industry.
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Fintech | Junxure CRM | Press Release
They’ve never met, but there are some things that George Tamer and Christina Esfehani have in common: A love for family, and the more family representation in one place, the better.
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Do you have someone at your investment advisory firm closely following advisor technology trends?
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Leadership in Wealth Management | Press Release
Years of leading innovation taught Raj Madan an important lesson: Before you can solve the technological challenge, you have to pay attention to the people around you.
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Press Release | Rich Cancro | Schwab | Technology Adoption
We've witnessed some outsized technology impacts on our industry this past year.
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Digital Tools | Press Release | Technology Adoption
“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its chief operating officer.
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