| July 15, 2016 Michael Snizek Data could have the biggest impact on wealth management since Excel. FULL ARTICLE |
Ryan W. Neal Firms' processes for digital archiving isn't keeping up with modern communication like text messaging and social media. FULL ARTICLE |
Scott Sumner As global custodians have grown in scale following a period of consolidation and rapid innovation, RIAs and family offices are finding that an automated and impersonal custody offering actually cuts against the value proposition they offer to clients. FULL ARTICLE |
| | FINTECH REPORT CARD | June 2016 Fintech Report Card: 8 Top Tech Events Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month. |
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