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6 ways advisers can benefit from the avalanche of technology advancement
Don't underestimate the impact digital technology can have on the advice industry
The coolest presentation tool
A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices
Breaking down the best robos for your practice
Advisers have a lot to consider when picking an automated investment service to use with their clients — here is a rundown of the features and functionality of the top adviser-targeted platforms.
Advisers need to pick up their game when calculating clients' retirement
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
Schwab launches adviser-facing robo service
Institutional Intelligent Portfolios compels advisers to keep at least 4% cash allocation, offers platform for 10 bps.
How much should advisers charge for a brand-new robo offering?
Thinking through pricing structure is an important part of the process when implementing an automated investment service .
Wealth managers' mobile apps aren't sophisticated: study
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Without data standardization, advisers miss opportunities
With such an emphasis growing on data, advisers need to be aware of not just what they're getting from their technology, but what's being put into it.
Advisers wasting time and money by underutilizing tech
Wealth management professionals who don't take full advantage of their firm's software programs are at a competitive disadvantage.
The trouble with tech integration for advisers, vendors
Onboarding a new technology platform or software system is often not what it seems.
The challenge of becoming paperless
I frequently refer to my firm as a paperless office. All documents are stored online or PDF'ed on our CRM system. Tax returns are filed electronically. We receive clients' documents through our secure link. Yet we still purchase yellow pads. That doesn't seem so bad, but it bothered me that we were
More advisers are embracing the virtual world
As clients demand different service from advisers, there's an increasing reliance on video conferencing and other tools to stay in touch.
How your peers view robo-advisers
In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today. In the report,
Fox Financial Planning Network launches robo-guide
New services from organizations including Jemstep walk advisers through platforms.
Find your inner robo
No two robos are exactly alike. Each has its own outlook on investing, account minimums, fees and approach to incorporating flesh-and-blood advisers into its business model. Select your preferences to find out which platform best matches your personality. What robo matches your style? Begin