Weekly Top 6

2. Why advisors must adapt to a new investor: Q&A with In|Vest speaker, RBC Wealth’s Amit Sahasrabudhe

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of strategy and technology. (Financial Planning) Read More

3. Where bolt-on robo advisors fail banks and RIAs

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio. (Financial Planning) Read More

4. Fidelity seeks to strengthen muni bond research for clients

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data. (Financial Planning) Read More

5. Is new Citi planning tool late to the game?

About 82% of financial advisors are already using financial planning software. (Financial Planning) Read More

6. Morgan Stanley focuses on data quality to strengthen AI

The bank is one of many to realize that artificial intelligence is only as good as the data fed into it. (American Banker) Read More

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Why Ric Edelman went all in on fee-only planning

On the Agenda at In|Vest 2019

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In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More