Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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, ...

TL;DR: Get the Sellful White-Label Website Builder with Agency Plan for $349.97 (reg. $1,497) through Dec. 21 at 11:59 p.m. PT and streamline how you build, manage, and deliver client sites from a ...

Designers and clients often speak different “languages,” not because they disagree but because interpreting feedback across ...

Deciding to pull the plug on an internally developed client-facing tech tool isn't always an easy decision, law firms and their tech consultants said. Sure, some software and initiatives never gain ...

At the average age for retirement, 83% of wealth comes from real estate; however, many homeowners don’t consider their home an asset, much less a retirement strategy. In fact, homeowners leave ...

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 ...

Wealth managers who are a part of BNY Mellon Wealth Management’s network will receive access to a new client prospecting tool designed to expand initial conversations with investors beyond basic risk ...

The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

The tool performs online identity checks against official data sources, matching it with biographic information from the ...

Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...