How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
4 Cool Tech Tools Launched at T3
“If you can find your spouse online, you can probably find your advisor,” Schwab's Neesha Hathi said at the T3 conference.
Fidelity, Schwab Custodial Platforms Take Center Stage as T3 Kicks Off
Fidelity Institutional unveiled its new WealthCentral Technology bundle for breakaway advisors, and Schwab added Redtail CRM and an Orion service to its OpenView Gateway.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
HD Vest Improves Tax Tool for Advisors
Even advisors who don't do tax returns are using the tool to facilitate conversation with clients, HD Vest's Scott Rawlins says.
When Hedge Funds Get Hacked
Hedge funds confronted with a cyberattack have to answer two questions quickly: What happened, and what to do about it.
Is Mobile Technology a Threat to Advisors? It Shouldn’t Be
Here are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
Senators Move to Make Internet Tax Ban Permanent
Without the Internet Tax Freedom Act, “access to information would no longer be tax-free,” says Sen. Ron Wyden, a co-author.
Investment Managers With Outdated Systems Lag in Performance: Survey
Big buy-side investment managers who were saddled with legacy tech infrastructure requiring manual workaround reported poorer investment performance in a software maker's survey.
How Advisors Can Reach Tech-Savvy Millennials
Here are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.