Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first ...

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Lead generation plays a vital role in growing your practice, and you can employ a variety of techniques to attract new ...

New funding will accelerate Slant's nationwide rollout, helping financial advisors double their capacity and serve hundreds more clients each year. Slant was built to help advisors serve more clients ...

Important Disclosure: The content provided does not consider your particular circumstances and does not constitute personal advice. Some of the products promoted are from our affiliate partners from ...

I’ve seen firsthand how the right technology can transform an RIA firm. On top of the benefits to advisors’ day-to-day work, a modernized tech stack has become table stakes in the M&A deal room. Deal ...