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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

It has become a challenge to keep up with new rollouts. Let’s take just this week. So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Scenes from Day 2 of Wealth Management EDGE

Wealth Management

Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.

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The Latest In Financial #AdvisorTech (September 2022)

Nerd's Eye View

FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.

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10 Weekend Reads

The Big Picture

Television ratings for the Iowa caucuses were terrible: CNN averaged 688K total viewers with 194K in the 25-54 demo sought by advertisers in the primetime hours of 8 to 11 pm, while MSNBC averaged 1.15 million total viewers, with 143K in the demo. million viewers, with 402K in the demo. Fox couldn’t crack 2.8

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Introducing the 2024 AdviceTech Competition Finalists

XY Planning Network

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes second place.