The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Analytics
Cetera hires LPL executive to lead business development
The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.
Serving the special data needs of the UHNW client
The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.
Voices
Which 3 trends are transforming advisor practices?
Mitchell H. Caplan
CEO
Jefferson National
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
Voices
Engaging with clients using data aggregation
Patrick Beaudan
CEO
Emotomy
Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.
The best ways to use tech tools to attract clients
Social media, data analytics make it easier to reel prospects in.
Sponsored by Advisor Group
Voices
Cater to clients who care about financial data
Patrick Beaudan
CEO
Emotomy
Let technology help your practice increase customer retention and find better prospects.
Fintech firms still see a future for fiduciary compliance tools
Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.
Proliferating AI-backed tools remake wealth management
Salesforce is the latest to offer advisers data-driven insights into clients.
TD Ameritrade Institutional makes splash with revamped Veo One, new iRebal Model Marketplace
The two major technology enhancements are set to benefit RIAs, says our tech columnist.
Morgan Stanley partners with data aggregator
Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
See more Analytics
