Alex Murguia, financial planner and tech expert, says having client portals and a mobile-friendly website are elemental for building a successful practice.
Why banks are finally coming around to working with fintech companies.
Firm purchases Wheelhouse Analytics as tool to glean more insight into client portfolios and benchmark accounts against peers.
Picking tools that perform well individually and enhance the client experience are critical; the next step throughout the industry will need to be better integration.
The bottom line is that every email should be viewed with suspicion.
The biggest threat to the financial advisory industry might be underestimating the risks posed by a hacker or computer virus, technology security experts say.
Encryption is one of the best bets for securing clients' sensitive information
Fees are higher than some competitors, but firm already has brand awareness to make inroads into the market.
ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.
Financial advisers have developed some of the most popular software in the industry, and they have the scars to show for it.
Software firm is boosting compliance functions of its financial planning platform. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus " target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.
Seventy-four percent of Elite RIAs said technology is strengthening their effectiveness as advisers, allowing them to better customize services to their clients.
Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.
The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.
In addition to innovations making planners more productive and freeing up their time, in the future, tools will provide better data-driven intelligence about clients.
Robo-adviser launches new name and boosts investment choices to lure advisers to its digital platform.
Advisers should develop a social media strategy, bearing in mind the SEC's guidance.
Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.
