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

“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”

This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.

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

Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.