Let's work together to make technology a friendlier place for everyone.
Financial Finesse CEO shares insights from working with football players.
Voice or facial recognition technology could be used to help advisers formulate a client's true risk profile.
Investors can buy shares of automobiles and artwork without actually owning a physical car or painting.
Insurance agent Erica Salda and financial adviser Wendy Foster sold the victim 25 annuities over 10 years.
Advisers will still need to get DFA's approval to access its mutual funds.
Having the technology isn't enough anymore
Adviser tools must bridge knowledge gaps.
Client information will feed directly into advisers' workstations, so they'll know when a client adds a new financial goal.
Some advisers are confident they can provide enough value to justify their fees.
