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9 best practices to implementing new technology
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
7 ways to correct advisers’ biggest technology and compliance blunders
From improperly storing client data to misusing document management systems, here are the top mistakes technology experts see advisers making.
A visit to the cool and wearable future
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
5 big tech trends coming your way
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.
Technology tools: For productivity or reward?
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.
Merging RIAs, merging technology
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.
A glimpse into the future of adviser technology
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.
Renovate your social media profile
Here are five things you can to make over your social media profile.
7 steps to finding prospects on LinkedIn
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?
How advisers will communicate with clients in five years
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
How technology affects your firm’s value
Four key questions to assess your readiness for a merger or acquisition.
Forget big data – here’s how one adviser uses small data
Small data, or the information you can access and interpret from resources within your own firm, can pay off big.
Junxure CRM finally comes out of the workshop and into the cloud
The long-delayed release of Junxure Inc.’s cloud-based version of its customer relationship management system was finally announced on…
Be a robo-adviser, the human way
Personalized financial advice should take cues from the robo-adviser trend/
ProTracker pulls cloud-based CRM back into beta
It probably won't be available for sale for another year.
Don’t be afraid of the robo-adviser – it might actually help you grow
Advisers can take cues from robo-advisers to enhance their services and relationships with clients.
Teaming up takes 24/7 pressure down
Talk about client expectations in the age of always-on connectivity. Milad Taghehchian, a wealth management adviser with Pioneer…
The top apps being embraced by NextGen advisers
What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently…
The new Apple iOS features most relevant to advisers
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.
Stocks have biggest May in years but where’s the excitement?
Breakfast with Benjamin: Why there's no excitement for this stock rally. 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.
