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 ...

Earlier this year, CRC Group reorganized its IT function to bring product management and innovation together under Hurst’s ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

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 ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

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 RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

OMAHA, Neb., Oct. 29, 2019 /PRNewswire/ -- Carson, one of the fastest-growing financial services firms in the country, today announced several updates to its technology stack—the Carson CX (Client ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Winning relationships are not just a nicety; they are necessary for success. Yet, many professionals overestimate their client relationship quality, believing they are client-focused when, in reality, ...