Browsing Tag
401(k) Technology
295 posts
401k Technology and Integration Pays Off
Jerry Bramlett with FuturePlan by Ascensus makes a big announcement about the firm. The video features an interview…
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
Technology Key to Better Client Experience
Top RIA firms know they need to invest more in technology in order to create a better client…
New Deal Brings Chatbots to 401k Plan Participants
We’re still in the early stages of using AI/chatbots to help 401k plan participants with basic questions about…
‘Never Seen More Interest In Helping End-Participants’: Fi360’s Matt Wolniewicz
Matt Wolniewicz, president of the technology and education company, details all that’s happening. This video titled “Interest In…
401kTech: Alexa Skills and ‘Personalized Retirement Accounts’ for Plan Participants
As a “head’s up” for 401k advisors looking to keep up with the latest technology intended to make…
401(k) Advisors are Late to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent…
Goldman Gives Vestwell $30 Million
Digital retirement platform provider Vestwell got a major shot in the arm with $30 million in Series B…
Schwab’s New Pricing Model: Danger to 401k Advisors?
In a move that’s getting a bit of industry attention, Charles Schwab announced that it’s now offering a…
Tech Not Scary to Women Advisors
Scared by the rise of artificial intelligence and the robo-advisor? Not the top-earning female financial advisors at Edward…