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IG Wealth counts benefits of tech, marketing shift: CEO – Winnipeg Free Press

Breaking News, Sports, Manitoba, Canada

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In 2024, AI To Bring Small Improvements—and Bigger Threats

What does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?

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Should you build your own technology setup? | Investment Executive

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

City ofUnited kingdomBrent allenSybil verchScott hudsonLiz leporeRaymond jamesScott stennettPortfolio strategies corpBroadridge financial solutions incA private wealth incRichardson wealth ltdCroesus finansoft incRaymond james ltdEnvestnet incConquest planning inc

Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

Several non-bank-owned wealth management firms are embracing the innovation fray, often able to adopt new financial planning software more quickly

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Conquest Planning Inc and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

Conquest Planning Inc and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards
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United kingdomUnited statesEmma smithMeaghan mcnicholFidelity adviser solutionsConquest planning incFidelity adviser solutions is internationalJackie boylan head of fidelity adviser solutionsConquest planningLeading innovation awardSchroders united kingdom platform awardsLeading innovationStrategic advice managerMartin taylorLondon hiltonPark lane

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