Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Fidelity App Makes Picking Stocks Like Picking a Restaurant
Fidelity has updated its iPhone, iPad and Android apps to allow investors to use the GPS on their phones to locate investment opportunities nearby.
Top 3 Advisor Challenges for 2015: Advisor FinTech, Regulation, Differentiation
Post-robo technology arises, a surprise new regulatory issue comes to the fore and fat-and-happy advisory firms faces the crisis of differentiation.
An Investor-Friendly Way to Switch Broker-Dealers
Advisors can use some creative techniques when telling clients why they changed broker-dealers or custodians. Start with your new firm's financials.
'Hide Not Slide' Orders Were Slippery and Hidden
What's behind the $14 million fine imposed by the SEC on Direct Edge's 'Hide Not Slide' order types.
5 Metrics for Your 2015 Strategic Business Plan
If the focus of your firm's metrics only includes AUM and production, you're missing these other valuable measurements of success.
Firm Builds Niche Client Base of Pro Baseball Stars
Winpoint's Joe Geier, advisor to Cal Ripken Jr. and dozens of other pros, tells the story of how he broke into advising MLB stars.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
Faith-Based Advisor Group Requires a Real Commitment
Gaining a Qualified Kingdom Advisor designation isn’t for advisors who “just want to put a fish on their business card,” says Rob West.
The Real Value of an Advisor: 'Risk' and 'Managing'
Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.