Orion’s Hiatt: How to ignore the next shiny fintech tool
Advisers are easily distracted by the next big thing in fintech. Kyle Hiatt of Orion says in order to succeed long term, advisers need to remain focused.
The third wave of financial planning
What can be done to help advisers embrace the next wave of financial advice. Advicent's CEO Angela Pecoraro has the answer.
How YCharts is innovating financial advice
Advisers want to figure out ways to explain what they do in simpler form to clients. Dave Lubnik of YCharts tells how they can help.
Content is king (but advisers can rule the kingdom)
Clients want information. Advisers want engagement. How can fintech at AdvisorStream make this all come together easily? Kevin Mulhern has the answers.
Envestnet’s Bergman: Three industry icons join forces for fintech launch
Jud Bergman of Envestnet has joined forces with Bob Curtis and Edmond Walters to create a new fintech offering with advanced tax, legacy and estate planning capabilities. The answer could be among the most holistic offering the industry has seen.
Solving complex system architecture
What can advisers do to better systematize and integrate their tech stack? Oleg Tishkevich has launched invent.us to help.
Inside the mind of next gen advisers
What does the industry need to do to evolve for next gen advisers. A student from Utah Valley University offers his perspective.
Why doesn’t the CFP Board grant credits for fintech?
Advice industry experts Bob Veres and Joel Bruckenstein share their frustration with InvestmentNews over the lack of support for fintech education for financial advisers.
The secret to working with nextgen clients?
Alan Moore of XY Planning says working with millennials isn't as difficult as some advisers make it sound. Here are three strategies for success.
Morningstar’s Kapoor: How advisers are using ESG data
Advisers are helping clients invest in what matters to them, Morningstar CEO Kunal Kapoor tells InvestmentNews.
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