Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Tech Survey 2020: Advisors losing faith in planning software
By Ryan W. Neal      6 min read
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research. Read More →
FINANCIAL PLANNING
2. Tech Survey 2020: Tools with the biggest jump in adoption
By Ryan W. Neal    
Among our findings, advisors are (finally) embracing chatbots and robo advisors. Read More →
FINANCIAL PLANNING
3. Why Goldman Sachs is delaying its robo advisor until 2021
By Ryan W. Neal     3 min read
The postponement comes as new accounts surge at competing digital advisors. Read More →
HOT MIC
New ways to deploy existing tech amid the coronavirus
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Q: How are you helping advisors with client messaging at a really difficult time?

A: “We just launched this fully digital, automated marketing platform which completely changes the game with how [advisors] are engaging and communicating with their clients, but also prospecting. Right now there’s a huge opportunity to gain market share in their local communities with some prospects who may be disappointed with how an existing financial advisor has served them during this crisis,” says Hightower Chief Marketing Officer Abby Salameh. (Answer has been lightly edited for length and clarity)
Get the whole conversation →
Raising Capital
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UBS launches venture capital fund to invest in fintech
    2 min read
The venture fund comes just months after UBS named ING's Ralph Hamers, an outspoken champion of digital banking as its next CEO. Read More →
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