The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
From improperly storing client data to misusing document management systems, here are the top mistakes technology experts see advisers making.
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
Here are some guidelines for deciding whether to buy technology tools or gadgets for staff. Or, how to strike a balance between productivity and reward.
While on the surface a merger may seem like an easy decision for advisers to make to move their firm to the next level, it's important to understand and appreciate the complex operational, cultural, and philosophical changes that will need to take place to keep your business running smoothly.
Looking for the future of adviser technology? Then look no further than the annual Consumer Electronics Show because most innovations in business technology trace their roots to innovations originally targeted towards consumers.
Here are five things you can to make over your social media profile.
Many advisers have created a LinkedIn profile, have a few contacts but then have gotten lost in the daily grind and forgotten to use LinkedIn the way it was intended. LinkedIn is the place for businesses to connect, but how many connections do you have with potential clients?
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
Four key questions to assess your readiness for a merger or acquisition.
Small data, or the information you can access and interpret from resources within your own firm, can pay off big.
Personalized financial advice should take cues from the robo-adviser trend/
It probably won't be available for sale for another year.
Advisers can take cues from robo-advisers to enhance their services and relationships with clients.
From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.
<i>Breakfast with Benjamin: Why there's no excitement for this stock rally. </i>Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.
