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December 18, 2013

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FP Tech Survey: 10 Essentials to Know
This year's report showed several big technology shifts. Here are a few of the big highlights.

3 Ways to Make Your Firm More Efficient
Growing firms may need to rethink their processes, tools, relationships and staffing strategies.

For Startup Advisor, More CRM Struggles
One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.

Biggest Tech Trends for 2014
Data from this year's Financial Planning Tech Survey tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014.

Advisor Blogging: What's the Real Payoff?
Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

Tech Offering Key for New United Capital Advisor
For this $160 million advisor, it was the tools that closed the deal.

Contact Us

Samantha Allen
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Digital Managing Editor
Phone: 212.803.8752

Mike Schott
michael.schott@sourcemedia.com
Group Publisher
Phone: 212.803.8567

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Videos

How Technology Is Transforming the Client Experience

What Gen Y Advisors Want

Quick Take: Mark Tibergien on Twitter

Why Financial Planning is a Perfect Career

Slide Shows

18 Apps Advisors Can't Live WIthout

11 Steps to a Better Social Media Strategy

20 Essential Books for Every Advisor's Summer Reading List

10 Great Tips for Client Events

10 Ways Independent Advisors Can Escape 'Their Islands'

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