Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

The advisor technology platform provider and consultancy Milemarker has added its own chief technology officer. The firm, which was launched and co-founded by industry executive and serial ...

A pair of new survey reports from Orion offers fresh insight on how advisors are investing in technology, and the role that could play in preparation of the ongoing generational wealth transfer. Orion ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...