The pandemic has made digital transformation a top priority
Using technology to augment your practice can help strengthen your relationships with clients
iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform
How embracing technology can help you build stronger client relationships
Experts describe how they use the funds
Hybrid advice model gives firms the opportunity to provide clients with more personalized services
The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs
AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients
In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances
Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management