Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first ...

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're ...

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio ...

Wealth strategist Fred ... Integrating software programs. Many advisors already have some kind of technology stack that's more sophisticated than using Excel for spreadsheets.

Bestowed by Advisors Excel, the nation's preeminent Independent ... encompassing Somerset Securities, Inc., Somerset Wealth Management, LLC, and Somerset Wealth Strategies, LLC—stands apart ...