Dynasty Financial Partners attracted $100 million of investment capital and now it is investing it forward, so to speak. It just invested in start-up financial technology company BridgeFT, taking a minority stake in the data analytics and portfolio reporting software
In today’s environment of fast-paced innovation, implementing new technology is a necessary part of being a financial advisor. After all, 83% of firms report that
As industry expert Michael Kitces notes, “While as little as a decade ago, the range of financial advisor technology solutions was fairly limited, often with
Portfolio management software is one of the most critical technologies that advisors use. It can even be considered the backbone of your business, working in
As a financial advisor, your branding is critical. In essence, it determines how people view you and understand your services. But is your branding powerful
As the portfolio management and reporting landscape changes, more affordable back-office software options are available to RIA firms with less than $100 million in AUM.
Robo-advisors, who provide satisfactory services at a much lower cost than their human counterparts, are more prevalent than ever. In fact, registered investment advisors currently
Conferences offer a number of benefits; they empower professionals to network with like-minded individuals, discover helpful tools, and learn new skills. However, most financial advisors
In today’s world of fast-paced innovation, it’s crucial to stay up to date on new technology. Savvy advisor firms use technology to streamline business operations,
Only 13% of financial advisors feel in complete control of their time. Back-office tasks are one of the main culprits of this problem, consuming financial
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