30 Days/30 Ways: On How Technology Is Changing Your Practice

The Form N-PORT compliance era official begins in the second quarter of 2018.

It is not the fiduciary rule or whether robo technology is friend or foe.

Client data should be walled off behind sufficient protections.

Don’t be afraid to fuse this technology with the human side of the practice.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

As technology reshapes the financial world, conditions should improve in wealth management.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

Mobile apps beat out websites, but what’s on the horizon?

Don't be afraid of the transformation. Instead, embrace it as an opportunity to grow.

Technology has transformed the industry, but personal relationships are still crucial.

One New Year’s goal is to embrace leading-edge platforms.

Ensuring that any potential breach is identified and mitigated takes aggressive action.

When choosing their next employer, advisors resist a digital downgrade.

Here's how one firm got to 100,000 impressions and more than 1,000 clicks each month.

Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.

In an industry full of late adopters, being on the cutting edge can win young clients.

Technology is great, but communication is central to good business.

Some advisors are holding out in case the technology changes.

In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.

Integration, scalability and service model are key to selecting a vendor.

There is nothing to be nervous about — but there is a way to do it right.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.