RAJANT ANNOUNCES MICHAEL GRIFFIN, LISA PORTER, AND DANIEL VERWIEL AS STRATEGIC ADVISORS TO SUPPORT TECHNOLOGY AND MARKET DIRECTION
Former Leadership of US Dept of Defense Research & Engineering and Northrop Grumman Consulting on Future Opportunities Malvern, Pennsylvania (USA), Oct. 13, 2020 (GLOBE NEWSWIRE) — Rajant Corporation, the provider…
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews,…
Q&A With Robo Global CEO Travis Briggs on the Future for Tech | Financial Advisors
The technology sector has always been popular among investors. The favored FAANG – which comprises Facebook (ticker: FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Google (GOOG, GOOGL) – seemed…
Advisors use technology to handle challenge in helping clients adjust to the new environment
Financial advisory firms have had to adapt using virtual technologies to keep their meetings going with clients. Their newfound comfort with tech will probably change advisory practices well into the…
Advisors use technology to help clients adjust to the new environment
Luis Alvarez | DigitalVision | Getty Images The Covid-19 pandemic has pushed more financial advisors to figure out how to meet virtually with clients. Advisory firms have had to find…
Artificial Intelligence Technology Solutions Announces Board of Advisors
Artificial Intelligence Technology Solutions, Inc., (OTCPK:AITX), is pleased to announce the formation of a Board of Advisors for its wholly-owned subsidiaries Robotic Assistance Devices (RAD) and Robotic Assistance Devices Mobile…
How Financial Advisors Can Meet Client Demands Now and in the Future
The pandemic has forced every wealth management firm and brokerage to accelerate their print-to digital transformation. Broadridge’s most recent data shows 87% of advisors think the pandemic has fundamentally changed how they communicate with their clients. Smart…
How Financial Advisors Can Free Themselves Of The Assumptions That Might Be Holding Them Back
Universal Images Group via Getty Images In a time when advisors have more choice of how and where to build their businesses than ever before, many find themselves “held hostage”…
Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis
COVID-19 has upended advisors’ professional lives with many disruptions, including the abrupt halt to in-person meetings with clients. The power of persuasion across a conference table or through a…
Smart Advisors Combine A Human Touch With New Technology
Automated technology has put pressure on advisors to remain relevant. Shutterstock Financial advisors have faced massive disruption for more than a decade as automated tools, such as robo-advisors and passive…