Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...