Tech Tools to Help You Better Know, and Serve, Your Clients
With image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
Docupace Aims to Break Free From RCS Capital
The tech firm wants to follow Cetera Financial's lead in separating itself from its troubled majority owner.
Recruiting Roundup: LPL Adds 25-Branch Bank to Platform
The $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.
RIAs Bullish on 2016; See Cybersecurity as Biggest Tech Challenge
Advisors in TD Ameritrade survey expect continued growth in ’16, helped by targeting new niches, though rate hikes remain a concern in building client portfolios.
A Break for Small Business
Congress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spending—maybe even yours.
Invesco Buys Jemstep
With the deal, Invesco wants to "unite world-class investment management capabilities, Silicon Valley technology and expert human advice to deliver a comprehensive digital solution."
7 Things Inbound Marketing Is Not
New business acquisition remains the top priority for RIAs, and inbound marketing is less intrusive to prospects than traditional outbound strategies.
LPL Makes Top-Level Push in Biz Development, Sales
Bill Morrissey will lead recruiting & development; Andy Kalbaugh will boost services to independent reps & institutions.
Does Your Advisory Firm Really Have an Answer for the Robo Threat?
AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners — and clients.
The Advisor’s Journey to CRM Success, Pt. 5: Getting User Buy-In
It's essential to achieve user buy-in to your planned CRM system. To do so, follow these six essential steps.