When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

iCapital plans to apply Claude’s reasoning and interpretability in a compliance-first environment.

If advisors need to know how nervous 2016’s market volatility is making their clients, there’s now an app for that. Sacramento, Calif.-based Riskalyze has introduced ‘Check-Ins,’ an automated ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Your clients are already using AI for mental health support. How equipped do you feel to help them do it safely and ...

With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools.

Traverse Legal managing partner Enrico Schaefer discusses how and why the firm built its new client intelligence tool, and how it navigates accuracy and privacy concerns with OpenAI's models. But at ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...