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Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.

Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...

It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.