Technology

Displaying 22 results
Direct indexing struts its tax management magic
GO RIA TECHNOLOGY JUN 02, 2023
Direct indexing struts its tax management magic

The technology is gaining appeal as way for advisors to separate themselves from the financial planning pack.

By Jeff Benjamin
Investors want AI-powered advisors, and fintechs race to meet demand
GO RIA TECHNOLOGY MAY 12, 2023
Investors want AI-powered advisors, and fintechs race to meet demand

Most clients believe AI will help their advisors, a Morgan Stanley report finds.

By Ryan W. Neal