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Lessons in leadership for advisers from 'Game of Thrones'

January 20, 2016

Until the Middle Ages, warfare was primarily a battle of numbers. Those with the most men won the war. That changed as weaponry became more important than people in winning combat. The battle for market share in our industry is much the same....

Docupace makes move to buy back stake from RCS Capital

January 13, 2016

Docupace Technologies, a document management technology company that provides cybersecurity services, is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt. In a Schedule 13D filed...

6 adviser technology resolutions for a more organized 2016

January 7, 2016

This is the time of year when we make promises to ourselves. Eat right. Exercise more. Get organized. Many of us fail to achieve our goals, but I am going to take a risk by publishing my technology resolutions for 2016 to hold myself accountable...

RCAP evaluating Docupace's role amid bankruptcy filing

January 5, 2016

While soon-to-be bankrupt RCS Capital Corp. considers what to do with its majority stake in Docupace, experts say the paperless processing system used by thousands of advisers is unlikely to go away anytime soon. RCAP is evaluating "strategic...

Mobile work options impact RIA firms

December 30, 2015

The technology revolution continues to evolve, impacting us in ways that were unimaginable even 10 years ago. The "givens" of today will propel us — or even force us — to examine and change how we manage our work force. Those given factors...

Cybersecurity touches clients, staff

December 20, 2015

As technology progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches. “This information age creates new opportunities...

Robo-advisers demand attention

December 20, 2015

Planners should have technology upgrades in their sights, because these digital disruptors are changing what clients demand from their advisers — man or machine. InvestmentNews brought eight broker-dealer professionals together at the Technology...

4 ways to successfully prepare your firm for big tech changes

December 18, 2015

It's not necessary to rehash popular quotes about change. Nor do we need dire warnings that if change doesn't happen, disaster is certain. More than ever before, we are aware of the demand for change from customers to our businesses. Moreover,...

Robo-advisers can have a positive influence on clients' financial literacy

December 14, 2015

The robo model of investing is very much on the industry's mind these days, prompting plenty of questions. How can investment firms and advisers best use automated investing technology? Will a robo approach threaten the traditional personal...

Fintech M&A climbs to $4B in 2015, data analytics may drive more deals in 2016

December 9, 2015

Financial adviser technology M&A activity totaled nearly $4 billion in 2015, led by SS&C's blockbuster acquisition of Advent and marked by smaller deals for services ranging from financial planning software to robo-advising. Next year, advisers...

CRM software is old-school but still a trouble spot for many advisers

December 9, 2015

Customer relationship management software is not considered cutting-edge by many financial advisers, but it remains a stumbling block that leads to trouble with work flows. For a lot of independent advisers, especially those running smaller...

2015 tips for advisers' tech and taxes

December 4, 2015

Keeping track of technology goes far beyond staying on top of trends for advisers — it also entails saving a few dollars when tax season comes around. As with all tax situations, there are strategies for advisers to consider when claiming...

Microsoft Dynamics CRM program gets a face lift

December 1, 2015

Microsoft Corp. announced upgrades for its client-relationship management program Microsoft Dynamics software on Monday but some financial advisers say the platform is still not ready for the big leagues. In a market saturated with industry-specific...

Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets

December 1, 2015

Art Haws always felt there was an underserved market for financial advice in Nashville. The Tennessee capital has been growing and creating new prosperity in recent years, but many individuals still did not have enough assets to make them profitable...

Portfolio rebalancing breakdown

November 24, 2015

Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations. The software has become...

Cybersecurity for the insecure RIA

November 18, 2015

Investment advisers have a great many reasons to feel anxious and not just because of the stock market's volatility. Registered investment advisers and investment adviser representatives face the risk of cyber attacks against their firms and...

Time to overcome your fear of video

November 17, 2015

Many advisers started out as introverts, forcing themselves, over time, to be social enough to woo and talk to clients. Once they mastered that stage, they then learned how to successfully lead webinars. Unfortunately, that's not enough today....

Deploying technology for financial firms

November 15, 2015

Alexey Sokolin, chief operating officer at wealth management technology provider Vanare, recalls weathering the 2008 financial crash that transformed Wall Street. Mr. Sokolin, 31, watched as colleagues and clients lost the bulk of their life...

Commonwealth Financial builds its own client management system

November 13, 2015

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an established third-party vendor, the Waltham, Mass.-based...

Is it possible to add clients, earn more and work less?

November 10, 2015

I was at a conference last week when an adviser informed me that adding technology, such as rebalancing software, was just not warranted by her practice. When I asked why, she said hers was a "lifestyle practice" with only 20 clients. I pondered...

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