While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews
Campaign cites high banking fees, payments processing costs
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Jennifer Martin of T. Rowe Price says active management will be necessary as markets adapt to the change and disruption brought on by AI
Jennifer Martin of T. Rowe Price says active management will be necessary as markets adapt to the change and disruption brought on by AI
Branch advisors say institutions aren’t adequately preparing them to use new technology
Risks include increased inequality, social disruption
Deal brings Conquest software to CapIntel platform
Many who remain skeptical may be using the technology already
Digital tools are important to advisors, but often fall short in performance