At the end of the day, logistics innovation comes down to a simple question: Are we truly helping the customer grow?

Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus on clients. Adviser360 has released findings from its 2022 Connected Wealth ...

Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Summit Global Investments (SGI), an independently owned SEC-registered investment advisor, today announced the appointment of Michael Barnett as Managing Director. In this newly created executive role ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

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 ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

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 ...

RESEARCH TRIANGLE PARK, N.C., April 16, 2026 /PRNewswire/ -- RTI International, an independent scientific research institute, has named David White as vice president of client technology. In this role ...

Today’s financial advisors and wealth managers are always looking ahead. You’ve got an eye on your clients’ portfolio forecasts and macro trends that could impact markets. But don’t forget to look ...