A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.
Street appeal, Motif Investing attracts the interest of Goldman Sachs
The content sharing platform offers advisers insight into potential clients based on their online activity.
Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.
Real-life stories of advisers and their social-media strategies
Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Joining the profusion of consumer financial applications out for the iPad today is Advisor Software Inc.
