Displaying 203 results
Lead-gen site aims to match advisers and clients through data analysis
Finom is based on observation that 'no one adviser fits all'; but what's new? skeptics ask
Is Pinterest useful for financial advisers?
Thanks to new tools added to the surging social network, Pinterest isn't just for recipes and decorating ideas anymore. But the question remains: Can it help you grow your business?
Tool to evaluate rate of return vs. benchmark to be unveiled
E-Valuator indicates the percentage below (or above) the benchmark's return the investor is willing to tolerate.
When your technology makes work difficult, it’s time to look around
You have to know when a tech tool is more of a burden than an enhancement.
Robo-adviser Wealthfront grows, but is it mainstream or just a niche?
At these sizes, it becomes increasingly difficult to ignore the strides that robo-advisers are making.
What to do when clients aren’t tech savvy
Plenty is written about using technology to engage clients, but what about when the client doesn't want to engage?
Street appeal: Motif Investing attracts the interest of Goldman Sachs
Street appeal, Motif Investing attracts the interest of Goldman Sachs
RIA productivity and profitability: Integration pays
This white paper from Envestnet | Tamarac examines the impact that technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency.
Schwab turns to mobile app for electronic authorization
“We think of it as a bit of a game changer,” said Neesha Hathi, senior vice president of Advisor Technology Solutions at Schwab.
‘Bring your own device’: Advisers adopt centralized mobile device management
Advisory firms are using secure BYOD software as use of personal smartphones and tablets grows.
Trend spotting: New wealth management competition from unexpected places
Your new competition for wealth management clients can come from anywhere, according to marketing and tech maven April Rudin.
Microsoft Excel in the age of Big Data
How are traditional data tools adapting to this bold new era of BIg Data?
Time to automate your referral process
Less than 10% of advisers actually have a formal referral process that is proactive in nature, have documented steps that can be measured, and a process that is systematized to become a powerful growth engine. Timothy Welsh writes: This needs to change.
Vestorly aims to connect advisers and prospects
The content sharing platform offers advisers insight into potential clients based on their online activity.
What you can learn from tech heavyweight Qualcomm
Make no mistake — the focus of a technology company has relevance to advisory firms. Just think innovation.
Bedford Falls Wealth Management: It’s a wonderful life for George Bailey, CFP
The story of how George Bailey and his Building and Loan touched and influenced the small town of Bedford Falls and beyond draws strong parallels to the modern-day adviser trying to do what is right for his or her clients while protecting them from the Mr. Potters of the world.
Technology dilemma for advisers: Better software, tougher choices
What were once considered extra features have now become as much of a must-have as the seat warmers on new cars.
Want a glimpse inside an advisory firm? Check out its technology
Understanding someone's technology explains more about their business than AUM ever could.
Are your presentations boring?
Jazz up plain-vanilla PowerPoint slides with video, graphics.
NextGen: Computers, cellphones and calculators
Computers and the internet have changed everything, not only for us but for the “NextGen” as well.
