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?