What Alexa really means for wealth management
Can smart speakers meet the level of sophistication and security needed for wealth management?]]
View ArticleWhy RIAs aren't driving digital change: Q&A with In|Vest speaker, F2...
Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.]]
View ArticleAmazon employees, we're hiring: Q&A with Schwab Advisor Services head Bernie...
The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.]]
View ArticleThe latest practice to be disrupted: Family office consultation
The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.]]
View ArticleTD Ameritrade rolls out Alexa briefings, analytics and more
The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.]]
View ArticleGoogle or Amazon wealth management? How the threat is evolving
Are these companies really able to disrupt the current market? And which tech giant is closer to customers?]]
View ArticleThe keeper of your trading data is ... Amazon?
FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?]]
View ArticleTech ETF falls amid Alphabet earnings miss
The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.]]
View ArticleThe human roadblock to RIA tech transformation: Q&A with In|Vest speaker,...
Without advisor buy-in, scale can't be achieved, the tech executive says.]]
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