Results for "technology"

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Personalized service in the digital world

October 13, 2013

Since my Sept. 18 post, “Financial technology trends advisers can't afford to ignore,” I have been in a number of conversations about how a new crop of web-based investment management/financial planning services are affecting the industry....

The 'why' and 'how' of blogging

October 13, 2013

You will find no shortage of consultants or colleagues with strong opinions on the right way to blog and use social media. But no one can tell you why you should be pursuing a web strategy. You have to figure out the “why” for yourself,...

Spend money to make money

October 13, 2013

Financial advisers are always thinking of new and different ways to save money. They counsel clients and apply the same principles to their businesses. After all, if expenses can be cut, profit increases, right? At the most basic level, yes....

Reaching the next level of RIA technology innovation

October 12, 2013

Brian Hunter, CIMAManaging Director and CEO, Strategic Capital Allocation Group

Get comfortable meeting with clients virtually if you want to compete

October 11, 2013

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face," Alan Moore, founder of Serenity Financial...

The value of keeping technology tools in house

October 11, 2013

Brian R. Jack, director of information technology at Budros, Ruhlin & Roe, says that not outsourcing technology, even as his firm has grown, has improved relationships with clients.

Using Excel as a financial planning software

October 11, 2013

James B. Twining, founder and wealth manager at Financial Plan Inc., talks about why Excel is still his go to planning tool.

3 ways for advisers to make the most out of mobile

October 11, 2013

Tablets, smartphones and other mobile devices are everywhere in business, and the financial services industry is no exception. Unlike those in less-regulated industries, financial services firms and their employees have to worry about more than...

Tips for working clients who aren't tech savvy

October 11, 2013

Many clients don't like technology, but the advisory business is a tech-heavy industry. Here's how Dan Easley, director of asset management at Shelton Financial Group Inc., works to bridge that gap.

Leveraging technology to boost growth

October 11, 2013

Joel Shaps, president and CEO of Bedrock Capital Management, on how using new technology for areas including rebalancing and account aggregation sets his practice apart.

Tech lessons from pop culture

October 10, 2013

Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. The following observations detail what I consider are the prerequisites that turn...

Social media amplifies your message, helps in searches

October 9, 2013

How's this for a reason to encourage reluctant advisers to get on social media: References to people with accounts on Facebook, Twitter and the like will increasingly come up higher than those who don’t in Google searches. Google Inc. is constantly...

Advisers: Protecting information is part of your job

October 9, 2013

Financial advisers have a fiduciary duty to do what is in our client's best interest, always, which includes maintaining confidentiality at all times. This extends to protecting our client's identity, a function that is increasingly complicated...

Is there a place for personalized service in the digital world?

October 8, 2013

Since my Sept. 18 post, "Financial technology trends advisers can't afford to ignore", I have been in a number of conversations about how a new crop of web-based investment management/financial planning services are affecting the industry. Opinions...

LinkedFA reboots as closed platform for advisers

October 7, 2013

A social network designed to enable advisers to communicate more easily with their clients is being reborn this week as a closed platform for advisers to communicate with one another. The firm FA today Inc. has acquired the platform linkedFA...

Spend more to make more

October 7, 2013

Investment advisers are always thinking of new and different ways to save money. They counsel their clients and apply the same principles to their businesses. After all, if expenses can be cut, profit increases, right? At the most basic level,...

Use social media to meet year-end goals

October 6, 2013

As we slide into October, I am beginning to hear that old familiar phrase from many of my coaching clients: “We've only got one more quarter to hit our year-end goals.” Although the clients that we coach are busy executing on strategies...

Tweets from the top: Small RIAs rule social media

October 6, 2013

A look at the landscape for adviser social media makes it clear that the active early adopters have disproportionately come from the independent (and usually small-firm) RIA environment, and not the broker-dealer community. Although some have...

Zywave updates NaviPlan software for advisers

October 6, 2013

The popular financial planning software product NaviPlan is getting a new look. Zywave, the company that produces NaviPlan, last week announced a host of new features that it said will help advisers be more efficient and create more opportunities...

Build versus buy, that is the technology question

October 4, 2013

Microsoft Excel, Google Docs and others can be great tools for your business. Most readers probably have developed a great dependence on Excel. Its flexibility makes it indispensable for jobs that involve numbers — from formulas and pivot...

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