Crux of the platform is to enable advisers to bolster client relationships while on the go.
A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices
It may be easy, and perhaps unintentional, but advisers' assumptions about a client's risk tolerance can lead to undesirable, maybe even lasting, results.
Managing emails, scheduling appointments, taking calls and even booking dinner reservations with clients not as time consuming as they once were. <i>(Plus: See a <a href="http://www.investmentnews.com/gallery/20150209/FREE/209009999/PH" target="_blank">snapshot of the top seven apps</a>.)</i>
Where do you fall on the technology-adoption scale &mdash; and where do you want to be?
It takes experience to master the art of generating engagement via Twitter, and it starts with understanding your target audience's preferences and usage patterns.
Firms need a committed online strategy and must ensure the message matches the media.
Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.
In a world of instant information, available everywhere, investors increasingly expect something similar in communications from their advisers.
With Vanguard Personal Advisor Services already at $21 billion in AUM, Charles Schwab Intelligent Portfolios just crossed the $3 billion mark &mdash; ahead of Wealthfront and Betterment.
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
Institutional Intelligent Portfolios compels advisers to keep at least 4% cash allocation, offers platform for 10 bps.
Overall awareness still low but expected use forecast to climb sharply over next five years.
New services from organizations including Jemstep walk advisers through platforms.
Advisers have a lot to consider when picking an automated investment service to use with their clients &mdash; here is a rundown of the features and functionality of the top adviser-targeted platforms.
Robo-technology is here to stay. Adjust your strategy to ensure that you are too.
The two fund giants are battling in the robo-advice game but you might be surprised at which firm could come out on top after all. And take a look at which robo DOL Secretary Thomas Perez <a href="//www.investmentnews.com/article/20150619/FREE/150619892/dol-secretary-perez-touts-wealthfront-as-paragon-of-low-cost#"" target=""_blank"" rel="noopener noreferrer">seems to like.</a>
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Get excited about the opportunities this new technology opens up, but be critical
Retail investors respond in large numbers to the Intelligent Portfolios offering.
