Fintech

Displaying 4794 results
FINTECH OCT 13, 2013
Spend money to make money

Boosting revenue drives profitability better than decreasing expense.

By Sheryl Rowling
FINTECH OCT 13, 2013
The 'why' and 'how' of blogging

Dig deep to figure out the reason behind pursuing a web strategy.

By Joshua Brown
FINTECH OCT 11, 2013
Get comfortable meeting with clients virtually

By Liz Skinner
FINTECH OCT 11, 2013

By MFXFeeder
FINTECH OCT 11, 2013

By MFXFeeder
FINTECH OCT 11, 2013
Get comfortable meeting with clients virtually if you want to compete

A more efficient setup still allows for personal connection — and for nationwide referrals.

By Liz Skinner
FINTECH OCT 11, 2013
3 ways for advisers to make the most out of mobile

It's a wild mobile world out there. Make sure you and your firm are up to its challenges.

By Stephen Marsh
FINTECH OCT 11, 2013
Tech lessons from pop culture

Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.

By amurguia
FINTECH OCT 09, 2013
Is there a place for personalized service in the digital world?

The days of the one-on-one client/adviser relationship are not coming to an end but they are changing. And changing fast.

By jpnicols
FINTECH OCT 09, 2013
Use social media to meet year-end goals

By MFXFeeder
FINTECH OCT 09, 2013
Stay ahead of the news with social media

Advisers can show clients they're on top of whatever breaks with an active web presence.

By Bloomberg
FINTECH OCT 07, 2013
Technology to boost customer service and lift AUM? It exists.

ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?

By Sheryl Rowling
FINTECH OCT 07, 2013
Using technology to reach out to clients

From mass email to GoToWebinar, what are the best practices?

By Sheryl Rowling
FINTECH OCT 07, 2013
What's the best software you don't know about?

When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.

By Sheryl Rowling
FINTECH OCT 07, 2013
Finect: They have built it (more or less). Will advisers come?

With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.

By Janowski Davis
FINTECH OCT 07, 2013
SEC talks social media and cloud computing security gets clarity

A couple of thought-provoking posts on timely topics

By Janowski Davis
FINTECH OCT 06, 2013
Zywave updates NaviPlan software for advisers

By Megan Durisin
FINTECH OCT 04, 2013
How to approach your firm's technology strategy: A guide for non-techies

RIAs must develop a technology roadmap to guide the technology that they implement, but how, why and when?

By dobrien
FINTECH OCT 03, 2013
Start ups pitch automated advice at tech confab

Few expect digital disruption from firms targeting not-so-ultra wealthy.

By Trevor Hunnicutt
FINTECH OCT 03, 2013
Where's my BloombergBlack?

Promising new online wealth management service axed before reaching market.

By Janowski Davis