FinTech

Tech Survey 2022: How advisors are investing for the future

Tech Survey 2022: How advisors are investing for the future

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With a digital tool for every aspect of an advisor’s daily life, wealth management is increasingly becoming a technology business. The latest Financial Planning Tech Survey, finds that digital transformation is happening across the financial services industry at breakneck speed, and advisors are embracing it like never before. But the annual analysis reveals that even …

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BLX Internship and eMoney to get tech into the hands of Black and Latinx advisors early

BLX Internship and eMoney to get tech into the hands of Black and Latinx advisors early

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A leading provider of wealthtech solutions and an internship program that supports aspiring Black and Latinx advisors are joining forces to give the next generation of underrepresented planners access to pro tools at no cost. This week, participants in the BLX Internship Program gained access to eMoney Advisor software as a result of the new …

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