Displaying 239 results
Time for financial advisers to automate their referral process
It is no secret that the vast majority of new business for financial advisers originates from a referral…
Personalized service in the digital world
Since my Sept. 18 post, “Financial technology trends advisers can’t afford to ignore,” I have been in a…
‘Robo-advisers’ are changing landscape
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
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.
Spend money to make money
Boosting revenue drives profitability better than decreasing expense.
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.
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?
Giving advisers a stage to show off
eMoney Advisor's latest platform update gets a test run.
Why training is critical for successful tech upgrades
It sounds like a no-brainer, but when advisers invest in technology, training often gets overlooked or minimized.
Quantopian launches trading platform pilot program
Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform…
Advisers: Time to adopt ‘no-brainer’ technology
Too many advisers are still mailing quarterly reports. Why?
Road warriors: How to stay connected, productive and sane while traveling
As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.
A tech reporter and columnist’s farewell
Departing InvestmentNews, Davis Janowski has some advice for the advisory industry
RegEd’s new platform should draw more IBD business
John Schobel and Blane Warrene of RegEd stopped by recently to discuss their new Score for Compliance platform.
TD Institutional rolls out logo for approved providers
While many of us — in our consumer lives, anyway — find ourselves pretty logo-saturated, the same cannot…
Veo users now can go macro easily
An interesting startup that I have written about, HiddenLevers.com (March 28, 2011),…
