The Robo-Advisors of the Health Care World
Health care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
How Well Does Your Firm Virtually Serve Your Clients?
Take a moment and think about how many different ways you access information in the virtual world.
The Age of Financial Secrecy Is Ending
Transparency is here, like it or not.
Cetera Rolls Out First Allied’s Pentameter to Entire Network
The platform will assess advisors’ strengths and weaknesses to facilitate targeted growth strategies at Cetera firms.
Best Words, Images for Advisors to Hook Clients: Frank Luntz
The political pollster and corporate language consultant says “the simple truth” is in this year; “certified” is out.
SEC Releases Cybersecurity Guidance for RIAs
SEC's Division of Investment Management released guidance to help advisors and funds address cyber risks.
8 Tips to Balance Your Personal, Professional Lives on Social Media
Here are 8 tips to help you present your personal side on social media while maintaining a professional presence.
Online Art Sales Gather Steam Among Buyers
Global online art and collectible sales platforms took a big leap forward last year as the online art market reached $2.6 billion.
Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
Is Your Client a ‘How’ or a ‘Why’?
Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the “hows” and the “whys.”