Pursuing Practice Excellence: The Industry Perspective
In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 6, Workflow
It may take some work on the front end, but the good news for advisory firms is that those embrace the workflow trend and systematize their business will create more business value than firms that fail to do so.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 5, Integration
Technology integration involves more than just an integrated workstation: making all software products, not just those directly related to financial services, seamlessly work together is becoming a reality.
Pursuing Practice Excellence: The Advisor Perspective
In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.
Pursuing Practice Excellence: The Study
Over the past six months, the Investment Advisor Group has partnered with ActiFi Inc. on what we humbly consider to be a breakthrough research study about advisor practice management.
Defining Practice Management: The Advisor Perspective
When advisor participants in the “Pursuing Practice Excellence” study were asked to provide a two- to three-sentence description of what practice management means to them, these are the words most often used:
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation
Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: Mobility
Within five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 2: Increasing Technological Capability
Cheaper storage, more and faster processing power and greater bandwidth and communications speeds will—and are—affecting your businesses now.
Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.