NCR - search results

Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

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.

Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...

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.

“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.

The economy is not as strong as people think. That may be a plus for interest rates, but not for equities. There is a recession coming and it will "come out of the blue."

Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.