Keyword: Technology

38 results found
Hi-tech technological background with numbers and calculations

Advisors still want improved back office support and client materials

business woman

Executives have realized that remote-based operations can continue in a post-pandemic world

stage curtain

The new fund invests in companies that are innovators in the financial services sector

  • By: IE Staff
  • June 2, 2020 June 2, 2020
  • 11:02

J.D. Power suggests self-directed investing firms focus on client onboarding and mobile apps

Smartphone with finance and market icons and symbols concept

The platform will be available later this year

  • By: IE Staff
  • May 26, 2020 May 26, 2020
  • 11:48
man on laptop

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

Hand holding smartphone with launching rocket on sky background. Startup and technology concept

Rollout should be done by end of the year

Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

Covid-19 has created an opportunity for alternative data to shine

advisor working from home

Mobile tech is key, advisors say, but some firms fall short

working from home

The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs