OnPoint, First Rate’s innovative reporting solution, has undergone a complete renovation, including an overhaul of sub-report images, designs, and themes.
Read More
New report says giving advisers flexibility to build client portfolios while managing risk will be important for growing assets and attracting talent.
Read More
What technology trend in wealth management is most closely tied to firm growth and advisor retention? Many industry observers would likely answer “digital” or ‘“frictionless process automation.” F2 Strategy sheds light on this trend to define and sift through the nuances, drivers, frustrations, and best practices around DPM programs.
Read More
Harvest Savings & Wealth Technologies, the leading provider of integrated savings and wealth solutions for the financial industry, formerly called Trizic Inc., today announced a complete rebranding along with an additional $23 million in equity and debt financing.
Read More
Doug Fritz weighs in on Addepar’s new partnerships and how they reflect continued commitment to bringing best-of-breed tech to advisors.
Read More
Industries across the spectrum are now finding ways to leverage artificial intelligence to better serve their customers—the financial-planning industry is no exception.
Read More
The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper.
Schwab's sale of PortfolioCenter to Envestnet has competitors licking their chops, hungry for new customers. How many new customers will materialize remains unclear.
Read More
It is no secret that the ‘digital void’ between our clients’ digital expectations and the experience most wealth firms provide is large and growing rapidly. Here at F2 Strategy, we are extremely lucky to work with some of the best wealth firms in the country to address and bridge that gap.
Read More