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News by FinTech Collective Archive

10 surprising adviser tech trends

Sean Lippel

March 21, 2017

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

Sean Lippel

wealth management

The 2017 InvestmentNews Adviser Technology study reveals advising firms are increasingly using digital signatures with clients, account aggregation software, mobile optimized websites, and robo services.

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About a third of advisory firms buy cyber insurance in addition to their typical errors and omissions policies. Check out the full 2017 InvestmentNews Adviser Technology Study here.

http://www.investmentnews.com/gallery/20170320/FREE/317009999/PH/10-surprising-adviser-tech-trends&Params=Itemnr=11

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More posts by Sean Lippel

Balancer Labs Partners with Key Investors in $24.25M Token Purchases to Accelerate Growth of Balancer Protocol

Balancer Labs Partners with Key Investors in $24.25M Token Purchases to Accelerate Growth of Balancer Protocol

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How $600 billion could move Into Bitcoin: JP Morgan strategist

How $600 billion could move Into Bitcoin: JP Morgan strategist

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TradeBlock's analysis of Ethereum gas fees and DEX costs

TradeBlock's analysis of Ethereum gas fees and DEX costs

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Blockchain services firm Diginex is going public

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