A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRM
In the third post in our series, we focus on how to build processes into your customer relationship management software. It's easier than it sounds.
21 Best & Worst Robo-Advisors for Client Transparency
Paladin Registry grades 21 big online advisors on how well they provide clients with critical information, like fees, on their websites.
5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
Don’t Fear the Robos, Advisors Can’t Be ‘Bot-Sourced’
LPL’s chief investment officer rebuts an Oxford University estimate that advisors have a 58% probability of being replaced by computers.
Schorsch's RCS Rebrands IBD Unit, Stays With Pershing
The unit, renamed Cetera Financial, will include expanded marketing platform and consulting services, Cetera CEO Larry Roth said.
Advisors, Get Paranoid: Your Firm Is a Hacker’s Candy Store
Hackers don’t just want money. Financial advisors have access to valuable information, not to mention connections to other advisors with their own assets and information.
10 Best Finance Tweets of the Month: July
Fed chief Janet Yellen makes a questionable fashion choice, CFA candidates get wasted, and more recent highlights from the Twittersphere.
Are You an ‘Internet Adviser?’ A 10-Year-Old SEC Rule Predated Robo-Advisors
SEC Rule 203A-2(e) governs registration requirements for advisors delivering advice by the Internet. Here’s how to stay compliant with this foresighted rule.
Want Referrals for New Clients? Get Them on the Web
A Paladin Registry survey makes a pretty compelling case that there is plenty of opportunity for independent advisors to get clients on the Web.
Want Clients to Trust You? You’ve Got 0.05 Seconds
A new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?