Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Advisor360°, which provides integrated technology for wealth management firms, has launched Tandem, its first customer relationship management (CRM) tool targeted specifically for independent ...

New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to ...

SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

We look for our client facing advisor team to grow revenue and retain relationships, but are we giving them the tools to achieve these objectives? Have we done enough to remove the friction that ...

The wealth management business is so competitive that firms eagerly seek out any edge in productivity and efficiency. Often, they look to technology to gain that edge. So for this week’s Barron’s ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

For years, travel advisors didn't have very many choices when it came to the technology they could use to make their lives easier. But in recent years, everyone from tech companies to advisors ...