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Survey results draw a picture of tech-savvy advisers
Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.
Robo startup will work with advisers exclusively
UpsideAdvisor.com's platform is designed to attract mass affluent interested in low-cost investing, but who may also want access to advisers' investment advice.
Advisers seek balance between client service and automation
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
Teaming up takes 24/7 pressure down
Talk about client expectations in the age of always-on connectivity. Milad Taghehchian, a wealth management adviser with Pioneer Wealth Group, recalls a client who needed help one weekend setting up a surround-sound system at her home. She texted an associate at Mr. Taghehchian's firm and asked her
Be a robo-adviser, the human way
Personalized financial advice should take cues from the robo-adviser trend/
SIFMA warns investors will pay for Finra CARDS plan
SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.
Industry icon is enthusiastic about technology
Harold Evensky is an icon. The co-founder of Evensky & Katz Wealth Management is an influential champion of the fee-only, planning-first business model that's increasingly shaped the way financial advice is delivered to mom-and-pop investors. But you knew all that. What might be less well-known is
HD Vest launches tax analysis tool for advisers
The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.
How to pick the best CRM system for your practice
Five tips can help you adopt a system that saves time through automated workflow efficiencies
9 best practices to implementing new technology
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
SEC warns investors about pitfalls of Bitcoin
Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.
Attack of the robo-advisers: Man versus machine
Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.
Can an adviser work remotely for a month?
Will Sheryl Rowling be truly able to work with all the wonderful distractions available?
Respect for tech puts firm on path to success
This top performer treats technology with the same importance with which it treats clients.
Running WordPress securely
Time was when WordPress was a four-letter word in the business world. Those days are gone. Not only has the blogging platform become scaled so that it powers 22% of all websites today; it's also has a maturing ecosystem of developers and tools convenient to business needs.
Explore your opportunities and be informed for your next move.