Today’s Advisor CRM: Not Your Father’s Rolodex
CRM tends to be the most under-appreciated technology in an advisor's toolbox despite the fact that choosing a CRM is one of the more important decisions an advisor can make.
6 Guidelines for Building a Client-Friendly Financial App
The Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
On Cybersecurity, Clients Have a Lot to Learn
Your clients are getting the message that they need secure passwords and that public Wi-Fi isn’t necessarily safe, but that's about all they know.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.
Goldman Sachs Set to Hire Developer for New Robo-Advisor
Automated platform to serve wealthy clients, a job posting shows; the platform would be part of the investment management division.
Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.
4 Millennial Marketing Tips: Cheap Is the New Black
Yes, they're frugal, but use that thriftiness as a means to attract and retain younger clients.
Raymond James Nabs More Merrill, Wells Fargo Teams
The groups join in Virginia and Pennsylvania with client assets of about $350 million and $138 million, respectively.