Take the mystery out of tech solutions.
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A glimpse into the future? Almost half of survey respondents 55 to 64 say they never use social media. In contrast, 100% of advisors 24 and under use the tool.
December 30 -
There seems to be a disconnect between advisors’ tech goals and their tech behavior.
December 29 -
But our exclusive tech survey shows that CRM software isn’t being used to its potential.
December 28 -
Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.
December 24 -
Tech survey shows that 36.8% of advisors are already working with these digital platforms.
December 24 -
Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.
December 24 -
This type of software had the biggest influence on ROI, according to our tech survey.
December 23 -
Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.
December 22 -
When advisors are uncertain where to begin, colleagues and even relatives can help.
December 21 -
An online presence can help build an advisory firm but can hurt a reputation if overused.
December 20 -
Advisory firms must be ready to deal with commonplace snafus as well as major disruptions.
December 18 -
Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.
December 18 -
Your firm can’t rise to the top by dragging its feet on tech offerings.
December 16 -
Some may not want to get dressed, shaved and made up before meeting on camera.
December 16 -
Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.
December 11 -
Share documents with clients and collaborate securely online through document vaults.
December 14 -
Such tools can help advisors more easily assess clients’ risk tolerance.
December 13 -
Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.
December 11 -
Edward Jones and Raymond James, among others, are steering clear.
April 18 -
Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.
December 10 -
Advisors must ensure that their firms meet the needs of the younger generation of workers.
December 9 -
Technology can help firms stay in good stead with regulators.
December 8 -
They may be reluctant to have their financial information transmitted electronically.
December 7 -
Create a performance management process to get the most from staff members.
December 6 -
Disruptive entrepreneurs could set their sights on the financial advisory worlds.
December 4 -
Advisors should assess critical assets of the service agreement beforehand.
December 4 -
A strong identity these days must include a robust and engaging digital presence.
December 3 -
Advisors should focus on those areas where they can gain the most efficiency by using technology.
December 2 -
Software and apps can engage clients and make an advisor’s job easier.
December 1