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To master technology, hire the next gen and listen to them
ICYMI, the younger generation has the tech talents you need to make your firm last
5 ways to improve your tech evaluation process
Selecting the right technology means identifying efficiency creators and picking the necessary over the unnecessary.
Technology’s role in deepening adviser-client relationships
Advisers face complex challenges as they seek to build relationships with clients who increasingly…
Will LPL’s back-office technology set a new bar for adviser productivity?
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
What role should advisers play in protecting clients from Internet fraud?
Though advisers aren't necessarily cybersecurity experts, they can help prevent clients from becoming victims.
Advisers hop on mobile CRM trend
While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.
6 lessons traditional advisers can learn from robos
Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser…
Will Junxure Cloud’s release prove worth the wait?
Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an…
Wealthfront has ‘best shot’ to remain leading digital disruptor: Forrester
Report points to low-cost online platform, Millennial market, $1 billion in AUM.
Technology’s role in keeping RIAs ahead of the disruption curve
Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.
Betterment for advisers on its way as firm adds trust, tax-loss harvesting products
Betterment Institutional for advisers will launch by early 2015, CEO says.
Wealthfront CEO sees his robo-adviser as the next Schwab
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
How technology can transform an RIA
The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues…
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.
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.
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 technology affects your firm’s value
Four key questions to assess your readiness for a merger or acquisition.
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.
