The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...

Discover how financial advisors can succeed by embracing technology, offering comprehensive services, and meeting evolving client expectations in the advisory industry.

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

The financial services industry has undergone significant transformations over the past decade, driven largely by technological advancements. Amidst this digital innovation, one constant remains: the ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

For buy side and sell side firms, alike, enhancing the customer experience (CX) is one of the top priorities driving IT strategies. Meeting—or exceeding—client expectations is central to good business ...

RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are nearing retirement. Joe McQuaid is Concurrent's chief operating officer. But ...