The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies
Here are three ways to deal with the ever-expanding mountain of electronic mail.
For advisers with first or second generation models, more speed, more power.
Three ways oXYGen Financial has used the platform.
Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.
What if you never needed to carry around a business card again? Check out five apps that are about to change your life
A simple way to improve communication and delight clients.
For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?
Users can plug in the firm's models or use their own.
With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?
Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
Make sure you and your staff employ good information protection practices, and make sure your clients are part of the effort.
