Wealth Think

New software aimed at helping advisors is coming into the market. But businesses of all sizes have budgets. Here are some tips for effectively implementing tech in your practice.

Advisors must understand the impact different drivers have on your firm's valuation.

The most important investment a wealth management firm can make is in its people. To thrive over the long term, firms must be able to attract and land great talent.

Aaron Klein, CEO of Riskalyze, sounds off on the Wealthfront-Betterment dispute: “This is a business built on credibility and trust. And you are consistently taking the little bit that you've earned and setting it on fire with these kinds of antics.”

Analysis: In order for financial institutions and service providers to really stay relevant there are three key challenges that must be overcome.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

Analysis: The original version put financial advisors under onerous requirements that I have not heard of any other industry having, writes recruiter Michael King.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.