advisortech - search results

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...

Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...