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Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
Technology’s Growing Role in FA Succession Planning
For years, industry pundits have been sounding the alarm: The number of financial advisors at or near retirement age is outpacing the number of...
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.