CRM systems

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

Let technology help your practice increase customer retention and find better prospects.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

If a farm machine run by one person replaced nine laborers, why wouldn’t that analogy apply to the business of investment advice and asset gathering?

Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.

Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.

Advisers can stay connected in a meaningful way and still automate how they communicate.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Fragmented programs can squash productivity and firm growth.