How a Fishing Proverb Can Be a Tech Lesson
You don’t necessarily need the fanciest, most expensive product to do the job.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
How to Determine Clients’ True Risk Tolerance
Risk tolerance is a much more complex and deeply nuanced concept than many advisors know.
Integrating Outsourcing to Improve Client Service
Evolution Advisers uses cloud technology and outsourcing to focus on what it does best — serving clients.
Technology Is Your Firm’s Central Nervous System
When Jason Kavanaugh founded Concorde Investments in 2005, he felt technology would be the cornerstone of the company and the foundation from which to grow the business.
Technology As an Investment – And a Niche
Clients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.
Technology Brings Together Service, Sustainable Investing
For Krull & Company, technology has always been a key driver in supporting the firm’s sustainable investing mandate in an efficient manner.
How One RIA Uses Technology to Nurture Client Relationships
From overhead projectors to a state-of-the-art media space, Brand Asset Management is focusing on how clients interact with its advisors to support growth.
Team Building in a Global Market
In today's world, where so many businesses operate globally and demographics are changing rapidly, human capital has become even more important for companies.
Use Automation, Checklists to Create Efficiencies
Automation and systematized processes help advisors avoid "acting in chaos" when clients have difficult questions.