30 Days 30 Ways To Leading Tech Trends for Advisors

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.

There seems to be a disconnect between advisors’ tech goals and their tech behavior.

But our exclusive tech survey shows that CRM software isn’t being used to its potential.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.

This type of software had the biggest influence on ROI, according to our tech survey.

Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.

When advisors are uncertain where to begin, colleagues and even relatives can help.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Advisory firms must be ready to deal with commonplace snafus as well as major disruptions.

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Your firm can’t rise to the top by dragging its feet on tech offerings.

Some may not want to get dressed, shaved and made up before meeting on camera.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

Share documents with clients and collaborate securely online through document vaults.

Such tools can help advisors more easily assess clients’ risk tolerance.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

Edward Jones and Raymond James, among others, are steering clear.

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.

Advisors must ensure that their firms meet the needs of the younger generation of workers.

Technology can help firms stay in good stead with regulators.

They may be reluctant to have their financial information transmitted electronically.

Create a performance management process to get the most from staff members.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

Advisors should assess critical assets of the service agreement beforehand.

A strong identity these days must include a robust and engaging digital presence.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

Software and apps can engage clients and make an advisor’s job easier.