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Summary: Welcome to the most recent edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives a thumbs up or down on the biggest news around advisor technology in the last month.
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Summary: Registered investment advisory firms increased profitability last year as they embraced technology and gained clients, according to Charles Schwab & Co.
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Summary: The pace of change in advisor technology has never been greater, nor has the technological disparity among financial services firms. At one end of the spectrum, some firms are still using hardware and software originally developed and deployed in the 1980s. At the other end, we have firms deploying software that didn’t even exist in the financial advisor space a few years ago.
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Summary: Technology is important for a NextGen advisor for many reasons. For starters, it can help you communicate better with clients. It also lets you collaborate with clients on setting financial goals and demonstrates that you’re tech-savvy.
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Summary: Established financial advisors are well-practiced on the value of working “in their business,” plugging away at the daily and weekly activities that are critical to running a successful advisory firm.
