Displaying 203 results
Do you outsource work to your clients?
What separates most advisory firms from one another is not someone's investment prowess but rather their ability to serve their clients. To do that effectively, we sometimes have to “unscale” our business.
Can RIAs survive the rise of the robo-advisers?
By 2020, the majority of wealth management will probably still involve real, live wealth managers, but the rise of the "robo-advisers" continues. Are you ready?
The convergence of high tech and high touch
Technology has vastly improved transactions in our industry, but JP Nicols says we also need it to improve relationships.
Windows 8.1 for financial advisers: probably time to upgrade
Microsoft has released its first major update for Windows 8 with a slew of fixes intended to improve features and address many usability issues and concerns with the original release. Is it time to make a change?
New Apple iPad: Good for some advisers, but no knockout
For advisers with first or second generation models, more speed, more power.
3 tips to improve your LinkedIn profile
Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.
How to build a mobile business card
What if you never needed to carry around a business card again? Check out five apps that are about to change your life
Twitter hopes to avoid Facebook’s IPO stumble with its own debut
Twitter Inc.’s market debut will be the most anticipated initial public offering since Facebook Inc. listed last year,…
iPad vs. Surface Pro: Which is best for advisers on the go?
For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?
Are you in control of your data?
With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?
When to embrace (and when to resist) technology changes
Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.
LIVE FROM FPA EXPERENCE: Tech integration adds ROI
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
Advisers: Protecting information is part of your job
Make sure you and your staff employ good information protection practices, and make sure your clients are part of the effort.
<b>TECH TALK:</b> 3 ways to improve productivity on the road
Tech guru and road warrior Michael Kitces has been forced to figure out how to maintain productivity on the road. Check out the top tools and techniques that help him stay connected, effective and efficient.
3 ways for advisers to make the most out of mobile
It's a wild mobile world out there. Make sure you and your firm are up to its challenges.
Tech lessons from pop culture
Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.
What’s the best software you don’t know about?
When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.
SEC talks social media and cloud computing security gets clarity
A couple of thought-provoking posts on timely topics
How to approach your firm’s technology strategy: A guide for non-techies
RIAs must develop a technology roadmap to guide the technology that they implement, but how, why and when?
Where’s my BloombergBlack?
Promising new online wealth management service axed before reaching market.
