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  • Recent Action! Articles

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    • Research report: Fintech for RIAs

     

    AdvisorEngine and Franklin Templeton partnered with Institutional Investor to to present an eye-opening report on how advisors use technology. Over 150 RIAs were surveyed and shared how they are thinking about solutions that help with acquiring and managing clients.Real advisors like you discuss:

     

    • How they use digital technology to attract new clients and recruit top talent

    • Enhance ROI by embracing client-centric activities like digital onboarding and communications

    • Their concerns over data security and choosing the right tech partner meet regulatory standards