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Where advisers need to go to find new technology

February 17, 2015

This year's Technology Tools for Today (T3) conference was the largest ever, and the access to the exhibit hall alone was worth the price of admission. T3 is simply the place to be for advisers looking to apply or improve technology in their...

Surprises in store for advisers at T3 conference this week

February 11, 2015

Fintech fans, unite. It's time for the 10th annual T3 conference. Of course, attendees of the event, which takes place Feb. 12-14 in Dallas, will be flocking to Twitter to share tips, tricks and insights, and advisers on hand are supposedly...

Some advisers still not following social media movement

February 11, 2015

Social media may be trending for some financial advisers but others aren't “following” the movement. While a stream of new advisers are looking for their Twitter handle names and finding creative ways to describe themselves in their LinkedIn...

Don't let your business go down in flames like Kodak

February 5, 2015

“You either disrupt your own company or someone else will.” With that quote, Peter Diamandis, an international pioneer in the fields of innovation, incentive competitions, and commercial space, set the crowd abuzz at the TD Ameritrade National...

SEO isn't what it used to be but still critical to your success

February 2, 2015

We all know that marketing has changed and many financial advisers are leaving behind the old world of outbound marketing for the new world of inbound marketing. As a result of the digital revolution, your clients and prospects are predominantly...

How to get off to a prosperous start on social media in 2015

January 25, 2015

Last month we discussed various ways to further engage your clients and grow your business. Now that the new year is under way, it is time to revisit some of those strategies (along with a few new ones) and outline solid, measurable goals around...

What's next in adviser technology?

January 25, 2015

InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what...

Why advisers should make both face-to-face and online networking priorities

January 25, 2015

The subject of networking came up recently while I was working with one of my favorite clients, a financial adviser who leads a large team. As we were discussing how to best position his team for growth this year, we reviewed their networking...

Hedge fund managers testing the social media waters

January 22, 2015

Hedge funds, long known for restricting investor access to complex and secretive strategies, are ever so slowly coming out of the shadows and embracing social media. It's still a far cry from your favorite celebrities tweeting out what they...

Upgrade your website or drive away business

January 8, 2015

Ask website designers about the state of most financial adviser sites today and they grimace. "The majority of sites we see out there from advisers are very outdated and they poorly reflect the firm and the adviser,” said Loic Jeanjean, director...

Catch and ride the next wave in financial advice

January 7, 2015

Over the past few decades, technological innovations have had a significant impact in the role that financial advisers play in the lives of their clients. The work that was once labor-intensive, time-consuming and client-limiting is now streamlined,...

Conquer the difficulties of web writing to draw prospects

January 1, 2015

You're an adviser, not a writer, right? Then why is it we seem to do so much writing these days? Whether it's writing a blog or an article, or preparing a presentation, we find ourselves having to communicate through the written word. Some advisers...

The risky business of compliance

December 31, 2014

As social media quickly rises above the fray as an effective marketing vehicle for RIAs, the risks of noncompliance also have become greater. Using social media sites such as LinkedIn, Twitter and Facebook to share articles via hyperlinks is...

Using mobile technology to take client relations to another level

December 29, 2014

Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way...

What's next for financial advice?

December 21, 2014

It's almost impossible to anticipate when innovation will strike and what it will mean for the future. But InvestmentNews attempted to foresee light bulb moments by asking people in the advisory space which area of their business or the industry...

Survey shows social media use growing among advisers

December 11, 2014

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

From robo to artificial intelligence to help clients

December 8, 2014

UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients....

3 ways advisers can build their digital influence

December 3, 2014

If you want to find and attract your ideal prospects into your business today, it's time to seriously consider going digital with your marketing and business development efforts. Going digital is not only good business, but I believe it's the...

Get the conversation started on LinkedIn

November 30, 2014

If you're a regular reader of my column, you know I'm big on building relationships with clients and prospects, being authentic and strategically mapping out a plan to meet new people and build your business. A handful of great LinkedIn features...

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