Jack Sharry News Today

An adviser tech ecosystem is emerging with the ultimate goal of enabling advisers to unify a client’s financial world onto a single platform.

Accelerating AI: Why advisers and automation need to collide Advisory firms are moving to adopt AI tools to achieve their growth objectives, but it’s not easy, partly because firms lack the data connectivity that’s needed for AI to operate efficiently. May 24, 2021 7 MINS The doomsday prediction that fully digital advice platforms would cause the demise of human advisers hasn’t panned out, but there is one critical technology where the collaboration between humans an...

The idea that someone is out there today, hacking a creative solution that will become the next new tech, makes this an exciting time.

Envestnet acquires fintech Harvest Savings Envestnet now owns Harvests technology, including its automated micro-savings and digital account opening tools. April 8, 2021 3 MINS Envestnet announced Thursday the acquisition of fintech Harvest Savings & Wealth Technologies to further build out its digital financial wellness ecosystem by merging customers’ wealth and savings accounts.  The acquisition gives Envestnet ownership of Harvest’s technology, including its automa...

How Covid-19 changed retirement planning When to claim Social Security is the top question for new retirees. March 15, 2021 3 MINS The Covid-19 pandemic has affected many Americans’ concerns and plans for retirement. The pandemic’s impact has been uneven, with some workers enjoying the newfound freedom of working from home, allowing them to extend their careers without the dreaded commute, while others have lost their jobs or decided to take early retirement as a resul...