Joel Bruckenstein, a Financial Planning columnist in Miramar, Florida, is co-creator of the Technology Tools for Today conference series and technology guides for advisers. Follow him on Twitter at @FinTechie.
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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 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.
December 24 -
Tech survey shows that 36.8% of advisors are already working with these digital platforms.
December 24 -
Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.
December 24 -
This type of software had the biggest influence on ROI, according to our tech survey.
December 23 -
Emerging technology uses facial imaging to assess clients true feelings.
December 22 -
Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.
December 22 -
Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.
December 22