Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first platform revolutionizing wealth management. In an exclusive Benzinga interview at ...

As inheritances are set to reshape client portfolios and next-gen heirs demanding digital-first experiences, firms are ...

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 ...

Not all successful advisors started out in wealth management. The Wall Street Journal ... in front of a computer performing rote tasks in Excel all day. Make an impact: from stockpicker to ...

Wealth management units at some of the nation’s biggest banks performed well during the first quarter and reported strong ...