Six RIA CEOs hosting third competition to root out the best fintech for advisers.
Only one firm will win this fourth annual competition — and the promo that comes with it.
Financial advisers' growing interest in outsourcing is luring new entrants to the turnkey asset management platform space.
With the TAMP market consolidating, advisers are looking for anything that can give them an edge.
Having next-gen advisers advocating the tech to established firms could help providers gain market share.
BrightPlan Coach fashions a financial plan for each employee and provides guidance on spending, financial goals, investing, debt management, estate planning and insurance.
The next big thing is moving beyond client portals and onto voice search
What would the 401(k) industry look like if firms could start with a blank slate instead of a legacy platform?
CEO Dan Arnold pledges to help advisers focus on client service.
Backend Benchmarking's latest Robo Report also had positive news for robos offering SRI portfolios
